# John William Homer

John William Homer is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with PORTSIDE WEALTH GROUP, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PORTSIDE WEALTH GROUP, LLC](https://search.stillhousedata.com/firm/325175) | 2023-05-02 | present | Yes |
| [TOWNSQUARE CAPITAL, LLC](https://search.stillhousedata.com/firm/288576) | 2021-10-27 | 2023-06-23 | — |
| [DFPG INVESTMENTS, LLC](https://search.stillhousedata.com/firm/155576) | 2020-07-01 | 2021-10-25 | — |
| [KMS FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/3866) | 2019-06-12 | 2020-06-30 | — |
| [FIRST WESTERN ADVISORS](https://search.stillhousedata.com/firm/13623) | 2004-01-23 | 2019-06-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/249429)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/249429.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.