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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 2025-12-05
  • UT RA
    APPROVED
    Since 2025-12-05

Branch Locations

47 N Main, Kaysville, UT 84037 • 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
Transamerica Financial Advisors, Inc Clearfield UT 11/2023 Present
World Financial Group, Inc. Clearfield UT 09/2023 Present
Law Offices Of Eric B Barnes, Inc Kaysville UT 10/1995 Present
Eb And Jb Management, Llc Kaysville UT 06/2017 Present
The Law Offices Of Eric B Barnes, Inc., Dba The Eldercare Law Fi Kaysville UT 04/1997 Present
  • 11/2023 → Present
    Transamerica Financial Advisors, Inc
    Clearfield, UT
  • 09/2023 → Present
    World Financial Group, Inc.
    Clearfield, UT
  • 10/1995 → Present
    Law Offices Of Eric B Barnes, Inc
    Kaysville, UT
  • 06/2017 → Present
    Eb And Jb Management, Llc
    Kaysville, UT
  • 04/1997 → Present
    The Law Offices Of Eric B Barnes, Inc., Dba The Eldercare Law Fi
    Kaysville, UT
Previous Registrations
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. LAW OFFICES OF ERIC B BARNES, INC/Investment Related - No/47 N Main Street, Kaysville, Utah 84037, 801-546-3874/This is a law firm that provides legal services to clients/President and CEO/10.1995/160/160/I own and operate the business providing the legal services to clients and managing my staff EB and JB MANAGEMENT, LLC/Investment Related - No/47 N Main Street, Kaysville, Utah 84037, 801-546-3874/Holds the office building in which my brother and I run our respective businesses and rents it to us./Member Manager/6.2017/1/1/Manage the office building and file an annual tax return THE LAW OFFICES OF ERIC B BARNES, INC., DBA THE ELDERCARE LAW FIRM, INC. POSITION: Owner/President/Attorney NATURE: Legal Services INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 5 START DATE: 04/17/1997 ADDRESS: 47 N Main, Kaysville UT 84037, United States DESCRIPTION: Meeting with clients, preparing estate planning documents and court documents, attending court, managing staff.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-01-13
S65 Uniform Investment Adviser Law Examination 2021-11-26
  • S63 Uniform Securities Agent State Law Examination
    2025-01-13
  • S65 Uniform Investment Adviser Law Examination
    2021-11-26

View on SEC IAPD

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