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Trevor Dean Stone

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
CA RA APPROVED 2025-01-09
TX RA APPROVED 2022-05-10
  • CA RA
    APPROVED
    Since 2025-01-09
  • TX RA
    APPROVED
    Since 2022-05-10

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
Uvu Campus Connection Orem UT 01/2017 04/2020
Rmc Financial Advisors Davis CA 05/2018 08/2018
Parkshore Wealth Management Roseville CA 05/2019 08/2019
Parkshore Wealth Management Roseville CA 05/2020 Present
Utah Valley University Orem UT 01/2016 05/2020
  • 01/2017 → 04/2020
    Uvu Campus Connection
    Orem, UT
  • 05/2018 → 08/2018
    Rmc Financial Advisors
    Davis, CA
  • 05/2019 → 08/2019
    Parkshore Wealth Management
    Roseville, CA
  • 05/2020 → Present
    Parkshore Wealth Management
    Roseville, CA
  • 01/2016 → 05/2020
    Utah Valley University
    Orem, UT
Designations

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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