Best Investors Account Sign in
Inactive

John-Thomas Lloyd

Parkshore Wealth Management

South Jordan, UT

Granite Bay, CA

Claim This Profile
Current Employers
Parkshore Wealth Management

5940 Granite Lake Drive, Granite Bay, CA 95746 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-01-09
TX RA APPROVED_RES 2017-08-07
CA RA APPROVED 2012-09-10
  • UT RA
    APPROVED
    Since 2026-01-09
  • TX RA
    APPROVED_RES
    Since 2017-08-07
  • CA RA
    APPROVED
    Since 2012-09-10

Branch Locations

South Jordan, UT • United States

5940 Granite Lake Drive, Granite Bay, CA 95746 • 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
OrganizationCityStateFromTo
Parkshore Wealth Management Roseville CA 01/2012 01/2025
Parkshore Wealth Management South Jordan UT 01/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-08
  • S65 Uniform Investment Adviser Law Examination
    2012-09-08

View on SEC IAPD

More in South Jordan, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor