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222 South Central Avenue Suite 500, Clayton, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-26 |
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