Daniel Correa Von Wallwitz

Current Employers

Portside Wealth Group, Llc

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2026-02-03

UT RA
APPROVED

Since 2026-02-03

Branch Locations

5255 W 1100 N Suite 225, Highland, UT 84003 • 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

Organization	City	State	From	To
Ernst & Young	Salt Lake City	UT	07/2020	08/2025
Halifax Advisors	Highland	UT	08/2025	Present
Wallwitz Realty	South Jordan	UT	07/2024	Present
Portside Wealth Group	Provo	UT	02/2026	Present
University Of Utah	Salt Lake City	UT	08/2016	05/2020
Unemployed	Salt Lake City	UT	05/2020	07/2020
University Of Sao Paulo	Sao Paulo		03/2016	08/2016

07/2020 → 08/2025

Ernst & Young

Salt Lake City, UT
08/2025 → Present

Halifax Advisors

Highland, UT
07/2024 → Present

Wallwitz Realty

South Jordan, UT
02/2026 → Present

Portside Wealth Group

Provo, UT
08/2016 → 05/2020

University Of Utah

Salt Lake City, UT
05/2020 → 07/2020

Unemployed

Salt Lake City, UT
03/2016 → 08/2016

University Of Sao Paulo

Sao Paulo

Other Businesses

07/2024: Wallwitz Realty: South Jordan UT : Self -real estate agent, independent contractor brokered through Real Broker LLC. Non-investment related, helping family and friends buy and sell their homes. 50% of income rcvd commissions 08/2025: Halifax Advisors LLP: Highland UT: Tax and accounting services, tax planning to a wide range of clients. Non-Investment related. 50% of time, salary position.

Designations

Other Names

Daniel Wallwitz
Dan Wallwitz

View on SEC IAPD