James Melvin Mershon

Current Employers

Employment History

• 03/2007 → 07/2019
  Capital Financial Services, Inc.
  Minot, ND
• 07/2019 → Present
  Calton & Associates, Inc.
  Tampa, FL

Previous Registrations

• 2007-03-07 → 2019-07-15
  Capital Financial Services, Inc.
  Vancouver, WA
  Minot, ND
• 2003-08-01 → 2007-03-07
  United Heritage Financial Services, Inc.
  Meridian, ID
  Vancouver, WA
• 2003-04-15 → 2003-08-04
  Voya Financial Advisors, Inc.
  Lacenter, WA

Other Businesses

No. 1) Name of Business: Mershon Financial. Non-Investment related. Address: 11116 9th Ave, Vancouver, WA 98685. Nature of Business: Insurance. Position/Title/Relationship: Owner. Start Date: 07/17/2019. Hours per month: 10. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Sales and service of traditional insurance. No. 2) Name of Business: Traditional Insurance Sales Service. Non-Investment related. Address: 11116 NW 9th Ave, Vancouver, WA 98685. Nature of Business: Insurance Sales and Service. Position/Title/Relationship: Owner. Start Date: 07/17/2019. Hours per month: 10. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Sales and Service

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-04-11
• S63 Uniform Securities Agent State Law Examination
  1991-08-22

Other Names

• James M Mershon