Best Investors Account Sign in
Inactive

Scott Davis

Portside Wealth Group, LLC

Provo, UT

Meridian, ID

Claim This Profile
Current Employers
Portside Wealth Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-07-02
  • ID RA
    APPROVED
    Since 2025-07-02

Branch Locations

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

3137 S Meridian Rd Suite 100, Meridian, ID 83642 • 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
Portside Wealth Group Provo UT 06/2025 Present
Hurst & Company Pllc Meridian ID 02/2024 Present
Christensen, Jackson, Stone & Hart Caldwell ID 01/2020 12/2024
Amderiben Meridian ID 10/2019 01/2020
Scott Davis Accounting Solutions Caldwell ID 01/2018 01/2020
Intermountain Power Sports Nampa ID 05/2017 07/2019
Jackson Hewitt Tax Services Nampa ID 11/2018 04/2019
Adalant Agent Of Mass Mutual Emmett ID 08/2016 11/2016
Scott Davis Cpa, Llc Caldwell ID 06/2025 Present
Lcsc State College Lewiston ID 08/2015 05/2017
  • 06/2025 → Present
    Portside Wealth Group
    Provo, UT
  • 02/2024 → Present
    Hurst & Company Pllc
    Meridian, ID
  • 01/2020 → 12/2024
    Christensen, Jackson, Stone & Hart
    Caldwell, ID
  • 10/2019 → 01/2020
    Amderiben
    Meridian, ID
  • 01/2018 → 01/2020
    Scott Davis Accounting Solutions
    Caldwell, ID
  • 05/2017 → 07/2019
    Intermountain Power Sports
    Nampa, ID
  • 11/2018 → 04/2019
    Jackson Hewitt Tax Services
    Nampa, ID
  • 08/2016 → 11/2016
    Adalant Agent Of Mass Mutual
    Emmett, ID
  • 06/2025 → Present
    Scott Davis Cpa, Llc
    Caldwell, ID
  • 08/2015 → 05/2017
    Lcsc State College
    Lewiston, ID
Other Businesses

06/2025, Scott Davis, CPA LLC, Caldwell, Idaho, owner, non-investment related. Offering tax preparations.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-18
  • S65 Uniform Investment Adviser Law Examination
    2025-06-18

View on SEC IAPD

Other Firms

JOSEPH M. LARSEN, C.P.A., P.C.
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES & ASSOCIATES, INC.
COLE FINANCIAL ADVISORS, INC.
EDWARD JONES
ACCUVEST GLOBAL ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC

Other Investors

Jason Robert Jones
KURT HAROLD BROWN
RODNEY AUSTIN WALKER
Eric Dean Stuart
Jeffrey Robert Hurst
Catherine Audrey White
JACOB PERRY CAZIER
Eric Barnes

Other Offices

JOSEPH M. LARSEN, C.P.A., P.C. · PROVO, UT
COMMONWEALTH FINANCIAL NETWORK · Provo, UT
RAYMOND JAMES & ASSOCIATES, INC. · Provo, UT
COLE FINANCIAL ADVISORS, INC. · PROVO, UT
EDWARD JONES · PROVO, UT
ACCUVEST GLOBAL ADVISORS, INC. · PROVO, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Provo, UT
EAGLE STRATEGIES LLC · PROVO, UT

More in Provo, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor