Marion Eugene Shore

Current Employers

Employment History

• 03/1998 → 08/2025
  Shoreline Asset Management, Llc
  New Castle, IN
• 01/1996 → Present
  Shore & Company, P.C.
  New Castle, IN
• 08/2025 → Present
  Parkwoods Wealth Partners, Llc
  Clayton, MO

Previous Registrations

• 2002-11-25 → 2025-12-10
  Shoreline Wealth Advisors
  New Castle, IN
  Carmel, IN

Other Businesses

1) DIRECTOR OF CITIZENS STATE BANK, A LOCAL, NON-PUBLICLY TRADED BANK LOCATED AT 1238 BROAD STREET, NEW CASTLE, IN 47362. BOARD MEMBER SINCE APRIL 2006. ON AVERAGE, 4 HOURS A MONTH IS DEVOTED TO THIS POSITION. APPROXIMATELY 3 HOURS PER MONTH OCCUR DURING TRADING HOURS. 2) DIRECTOR (UNPAID POSITION) OF EARLHAM COLLEGE FOUNDATION, 801 NATIONAL ROAD, RICHMOND, IN 47334. DIRECTOR SINCE JULY 2014 THE FOUNDATION IS FOR THE BENEFIT OF EARLHAM COLLEGE. APPROXIMATELY 2 HOURS PER MONTH IS DEVOTED TO THE FOUNDATION AND APPROXIMATELY 16 HOURS OF THE TIME PER YEAR IS SPENT DURING SECURITIES TRADING HOURS. RESPONSIBILITIES INCLUDE HELPING TO OVERSEE THE INVESTMENT ADVISER AND VARIOUS BOARD RELATED DUTIES. 3) CO-OWNER OF SHORE & COMPANY, P.C. SINCE 01/1996, 412 S. MAIN STREET, NEW CASTLE, IN 47362. ACCOUNTING PRACTICE IS NON-INVESTMENT RELATED. DEVOTES, ON AVERAGE, 15 HOURS PER WEEK, ALL DURING SECURITIES TRADING HOURS. 4) Chairman of Finance Committee of Henry County Community Foundation since 2014-01-01; Investment Related; 700 S. Memorial Dr New Castle IN 47362; Responsibilities include making recommendations for retaining investment advisory services. Monitor Foundation's Investment Policy Statement.; 1 hour per month, all during trading hours; 0 percentage of total yearly compensation expected to be derived from the business.

Designations

Other Names

• Bud Shore
• Marion E. Shore