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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 2023-05-30
  • UT RA
    APPROVED
    Since 2023-05-30

Branch Locations

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

South Jordan, UT • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Law Office Of Bret Bryce Salt Lake UT 05/2010 Present
Townsquare Capital Llc South Jordan UT 09/2019 06/2023
Portside Wealth Group Provo UT 04/2023 Present
  • 05/2010 → Present
    Law Office Of Bret Bryce
    Salt Lake, UT
  • 09/2019 → 06/2023
    South Jordan, UT
  • 04/2023 → Present
    Portside Wealth Group
    Provo, UT
Previous Registrations
Other Businesses

01/2010 Attorney- Self- Law office of Bret Bryce-local estate planning atty, not investment related. 07/2017- Brett Bryce- Fixed insurance agent- offering life and annuity products non investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-11
  • S65 Uniform Investment Adviser Law Examination
    2019-07-11
Other Names
  • Bret Bryce

View on SEC IAPD

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