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Paul Johnathan Mershon

Griffin Capital Advisors

Scottsdale, AZ

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Current Employers
Griffin Capital Advisors

Scottsdale, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-05-28
  • AZ RA
    APPROVED
    Since 2024-05-28

Branch Locations

Scottsdale, AZ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Silverhawk Asset Management, Llc Scottsdale AZ 05/2013 03/2024
Silverhawk Insurance Services, Llc Scottsdale AZ 09/2005 03/2024
Cwm, Llc Omaha NE 05/2023 03/2024
Griffin Capital Advisors, Llc Scottsdale AZ 11/2023 Present
  • 05/2013 → 03/2024
    Silverhawk Asset Management, Llc
    Scottsdale, AZ
  • 09/2005 → 03/2024
    Silverhawk Insurance Services, Llc
    Scottsdale, AZ
  • 05/2023 → 03/2024
    Omaha, NE
  • 11/2023 → Present
    Griffin Capital Advisors, Llc
    Scottsdale, AZ
Previous Registrations
  • 2024-05-28 → 2024-12-31
    Scottsdale, AZ
  • 2013-07-22 → 2024-03-19
    Silverhawk Asset Management, Llc
    Scottsdale, AZ
  • 2023-05-16 → 2024-03-06
    Scottsdale, AZ
    Omaha, NE
    Newport Beach, CA
  • 2010-10-07 → 2013-09-30
    Pioneer Advisors, Llc
    Scottsdale, AZ
  • 2006-02-10 → 2011-02-11
    Qa3 Financial Llc
    Scottsdale, AZ
    Omaha, NE
  • 1985-02-11 → 2006-02-16
    Marathon Advisors, Inc
    Scottsdale, AZ
Other Businesses

AURELIUS CAPITAL ADVISORS, LLC; AZ 85255; INSURANCE SALES SINCE 03/2024; FOUND AND CEO; 5 - 10 HOURS PER MONTH; 5 - 10 HOURS DURING TRADING HOURS; NOT INVESTMENT RELATED; I AM FOUNDER/CEO. THIS LLC IS ASSIGNED MY LIFE INSURANCE COMMISSIONS FROM FIXED PRODUCT SALES; COMMISSIONS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-12-01
S63 Uniform Securities Agent State Law Examination 1980-06-03
  • S65 Uniform Investment Adviser Law Examination
    1995-12-01
  • S63 Uniform Securities Agent State Law Examination
    1980-06-03
Designations

View on SEC IAPD

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