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Current Employers
Portside Wealth Group, Llc

3507 N University Ave Suite 150, Provo, UT 84604 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-12-23
  • UT RA
    APPROVED
    Since 2024-12-23

Branch Locations

3507 N University Ave Suite 150, Provo, UT 84604 • United States

4055 S 700 E Suite 207, Millcreek, UT 84107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jeremy Johnston Llc Millcreek UT 01/2024 Present
Johnston Rogers Llc Millcreek UT 04/2018 12/2023
Rgr Services Millcreek UT 05/2016 04/2018
Portside Wealth Group Provo UT 12/2024 Present
Greenstreet Mortgage Millcreek UT 06/2018 12/2023
  • 01/2024 → Present
    Jeremy Johnston Llc
    Millcreek, UT
  • 04/2018 → 12/2023
    Johnston Rogers Llc
    Millcreek, UT
  • 05/2016 → 04/2018
    Rgr Services
    Millcreek, UT
  • 12/2024 → Present
    Portside Wealth Group
    Provo, UT
  • 06/2018 → 12/2023
    Greenstreet Mortgage
    Millcreek, UT
Other Businesses

2/7/2019, Pinewood LLC, owner/member. Personal Entity that owns one rental property. The LLC has no other business. Not securities related. approx. 32 hrs per month and 31% of income.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-23
  • S65 Uniform Investment Adviser Law Examination
    2024-12-23
Other Names
  • Josh Thayne

View on SEC IAPD

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