Robert Jay Bumbalough

Employer firm

Parkwoods Wealth Partners, LLC CRD 331565

$1.79B regulatory AUM 39 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Parkwoods Wealth Partners, Llc

222 South Central Avenue Suite 500, Clayton, MO 63105 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2025-08-01

IN RA
APPROVED

Since 2025-08-01

Branch Locations

412 S. Main Street, New Castle, IN 47362 • United States

222 South Central Avenue Suite 500, Clayton, MO 63105 • 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
Shoreline Asset Management, Llc	New Castle	IN	01/2001	08/2025
Shore & Company, P.C.	New Castle	IN	01/2001	Present
Parkwoods Wealth Partners, Llc	Clayton	MO	08/2025	Present

01/2001 → 08/2025

Shoreline Asset Management, Llc

New Castle, IN
01/2001 → Present

Shore & Company, P.C.

New Castle, IN
08/2025 → Present

Parkwoods Wealth Partners, Llc

Clayton, MO

Previous Registrations

2002-11-06 → 2025-12-10

Shoreline Wealth Advisors

New Castle, IN

Carmel, IN

Other Businesses

CO-OWNER OF SHORE & COMPANY, P.C. SINCE 01/2001, 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.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-09-26

S65 Uniform Investment Adviser Law Examination

2002-09-26

Designations

Personal Financial Specialist

Other Names

Jay Bumbalough

View on SEC IAPD