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Dillon A Lenon

Portside Wealth Group, LLC

Idaho Falls, ID

Provo, UT

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Current Employers
Portside Wealth Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-07-09
  • ID RA
    APPROVED
    Since 2025-07-09

Branch Locations

3355 S Holmes Ave, Idaho Falls, ID 83404 • United States

3507 N University Ave Suite 150, Provo, UT 84604 • 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
Suncrest Advisors Idaho Falls ID 05/2025 Present
Portside Wealth Group Llc Provo ID 07/2025 Present
Riverbend Management Idaho Falls ID 01/2024 04/2025
Summit Energy Rexburg ID 01/2021 10/2023
Hawx Pest Control Chicago IL 04/2022 09/2022
Idaho University Idaho Falls ID 01/2021 04/2025
Unemployed Idaho Falls ID 10/2020 01/2021
Church Mission Idaho Falls ID 10/2018 10/2020
Divine Design Landscaping Idaho Falls ID 08/2018 10/2018
High School Student Idaho Falls ID 06/2014 08/2018
  • 05/2025 → Present
    Suncrest Advisors
    Idaho Falls, ID
  • 07/2025 → Present
    Portside Wealth Group Llc
    Provo, ID
  • 01/2024 → 04/2025
    Riverbend Management
    Idaho Falls, ID
  • 01/2021 → 10/2023
    Summit Energy
    Rexburg, ID
  • 04/2022 → 09/2022
    Hawx Pest Control
    Chicago, IL
  • 01/2021 → 04/2025
    Idaho University
    Idaho Falls, ID
  • 10/2020 → 01/2021
    Unemployed
    Idaho Falls, ID
  • 10/2018 → 10/2020
    Church Mission
    Idaho Falls, ID
  • 08/2018 → 10/2018
    Divine Design Landscaping
    Idaho Falls, ID
  • 06/2014 → 08/2018
    High School Student
    Idaho Falls, ID
Other Businesses

07/2025-Insurance producer, offering fixed life insurance and annuities. Non-investment related. During trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-01
  • S65 Uniform Investment Adviser Law Examination
    2025-05-01

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Idaho Falls, ID
WELLS FARGO CLEARING SERVICES, LLC · Idaho Falls, ID
EDWARD JONES · IDAHO FALLS, ID
SENTINEL WEALTH STRATEGIES · IDAHO FALLS, ID
STRAIGHT LINE INVESTMENT GROUP, LLC · IDAHO FALLS, ID
VITALITY WEALTH · IDAHO FALLS, ID
LPL FINANCIAL LLC · IDAHO FALLS, ID
ARKADIOS WEALTH ADVISORS · Idaho Falls, ID

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