Paul David Guerra

Current Employers

Employment History

• 10/2009 → 03/2017
  Wells Fargo Advisors Financial Network Llc
  Canton, OH
• 05/2002 → Present
  Brookshire Wealth Management
  Canton, OH
• 03/2017 → 02/2021
  Lpl Financial Llc
  Canton, OH
• 03/2021 → 11/2021
  Livingston Group Asset Management Dba Southport Capital
  Canton, OH
• 09/2021 → 11/2022
  Wealthsource Partners, Llc
  Canton, OH
• 10/2025 → Present
  Concurrent Investment Advisors, Llc
  Canton, OH

Previous Registrations

• 2022-09-13 → 2025-12-31
  Brookshire Wealth Management
  Canton, OH
• 2021-09-12 → 2022-11-30
  Wealthsource®
  Canton, OH
• 2021-03-04 → 2021-11-16
  Southport Capital
  Canton, OH
• 2017-03-21 → 2021-03-29
  Brookshire Wealth Management
  Canton, OH
• 2009-10-08 → 2017-03-22
  Wells Fargo Advisors Financial Network, Llc
  Canton, OH
• 2002-06-14 → 2009-10-08
  Commonwealth Financial Network
  Canton, OH
• 2005-08-05 → 2009-10-08
  Brookshire Financial Group, Inc.
  Canton, OH
  Canton, OH

Other Businesses

1) PAUL DAVID GUERRA; INVESTMENT RELATED; 4450 BELDEN VILLAGE STREET NW, SUITE 601, CANTON, OHIO 44718; INSURANCE SALES; SOLE PROPRIETOR AND LICENSED INSURANCE PRODUCER; 12/20/1991; APPROX. 20 HOURS DURING TRADING AND NON-TRADING HOURS; INSURANCE PRODUCTION DUTIES. 2) Brookshire Wealth Management; Investment Related: Yes; 4450 Belden Village St NW, Suite 601, Canton OH 44718; DBA; Owner; 09/12/2025; 160 hours/mo; 140 trading hours/mo; DBA under which advisory services will be conducted. 3) MLC ISLAND PROPERTIES LLC; NON-INVESTMENT RELATED; PRIVATE RESIDENCE; MANAGING MEMBER; 03/31/2021; APPROX. 1 HOUR PER MONTH DURING NON-TRADING HOURS; ALL MANAGERIAL AND OPERATION DUTIES. 4) Paul David Guerra is an owner of Brookshire Wealth Management, a DBA under which advisory services are conducted.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-09-27
• S65 Uniform Investment Adviser Law Examination
  1995-04-05

Other Names

• Paul Guerra