Best Investors Account Sign in
Inactive

William Travis Snider

Portside Wealth Group, LLC

Provo, UT

Claim This Profile
Current Employers
Portside Wealth Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-03-28
  • UT RA
    APPROVED
    Since 2023-03-28

Branch Locations

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
Dfpg Investments, Inc. South Jordan UT 05/2014 10/2021
Portside Wealth Group, Llc Provo UT 02/2023 Present
Praemon Consulting, Llc Mappleton UT 10/2021 03/2022
Townsquare Capital Provo UT 03/2022 Present
  • 05/2014 → 10/2021
    Dfpg Investments, Inc.
    South Jordan, UT
  • 02/2023 → Present
    Portside Wealth Group, Llc
    Provo, UT
  • 10/2021 → 03/2022
    Praemon Consulting, Llc
    Mappleton, UT
  • 03/2022 → Present
    Townsquare Capital
    Provo, UT
Previous Registrations
  • 2015-12-16 → 2021-10-27
    Dfpg Investments, Llc
    South Jordan, UT
    Sandy, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-25
  • S66 Uniform Combined State Law Examination
    2014-09-25
Other Names
  • William Snider
  • William T Snider

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