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Inactive

Samuel Alan Taylor

Parkshore Wealth Management

Granite Bay, CA

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Current Employers
Parkshore Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-15
CA RA APPROVED 2026-01-30
  • TX RA
    APPROVED
    Since 2026-04-15
  • CA RA
    APPROVED
    Since 2026-01-30

Branch Locations

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 Granite Lake CA 08/2023 Present
Parkshore Wealth Management Granite Lake CA 09/2022 08/2023
Zions Bank Rexburg ID 09/2021 08/2022
Brighman Young University Rexburg ID 11/2020 09/2021
Derrick Dalling Farm Hammer ID 04/2020 10/2020
Brighman Young University Rexburg ID 12/2019 04/2020
The Occasions Group, Inc. Rexburg ID 11/2019 12/2019
Brighman Young University Rexburg ID 10/2018 10/2019
Volunteer Missionary - Church Phoenix AZ 09/2016 09/2018
  • 08/2023 → Present
    Parkshore Wealth Management
    Granite Lake, CA
  • 09/2022 → 08/2023
    Parkshore Wealth Management
    Granite Lake, CA
  • 09/2021 → 08/2022
    Zions Bank
    Rexburg, ID
  • 11/2020 → 09/2021
    Brighman Young University
    Rexburg, ID
  • 04/2020 → 10/2020
    Derrick Dalling Farm
    Hammer, ID
  • 12/2019 → 04/2020
    Brighman Young University
    Rexburg, ID
  • 11/2019 → 12/2019
    The Occasions Group, Inc.
    Rexburg, ID
  • 10/2018 → 10/2019
    Brighman Young University
    Rexburg, ID
  • 09/2016 → 09/2018
    Volunteer Missionary - Church
    Phoenix, AZ
Designations
Other Names
  • Sam Taylor

View on SEC IAPD

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Other Offices

DYNAMIC WEALTH STRATEGIES, LLC · GRANITE BAY, CA
DYNAMIC WEALTH STRATEGIES, LLC · Granite Bay, CA
EDWARD JONES · GRANITE BAY, CA
GLOBAL RETIREMENT PARTNERS LLC · Granite Bay, CA
JPS GSE JPS MGR LLC · GRANITE BAY, CA
EDWARD JONES · GRANITE BAY, CA
PACKERLAND BROKERAGE SERVICES, INC. · Roseville, CA
WELLS FARGO CLEARING SERVICES, LLC · ROSEVILLE, CA

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