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Paul Merrill Davis

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 2026-08-04
  • CA RA
    APPROVED
    Since 2026-08-04

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 Bay CA 07/2026 Present
Parkshore Wealth Management Granite Bay CA 04/2025 12/2025
Park City Mountain Resort Park City UT 12/2024 04/2025
Dorothy J. Cole Merrimack NH 12/2024 04/2025
Northwest Asset Management Mercer Island WA 06/2024 08/2024
Vermilion Rock Advisors St. George UT 01/2024 07/2024
Retirement Solutions Provo UT 02/2024 05/2024
Concordia Capital New York NY 01/2024 04/2024
High Street Capital Chicago IL 09/2023 12/2023
Sundance Mountain Resort Sundance UT 12/2022 04/2023
Brigham Young University Provo UT 08/2022 04/2026
The Church Of Jesus Christ Of Latter-Day Saints Salt Lake City UT 08/2020 06/2022
South Jordan Middle School South Jordan UT 08/2014 06/2017
Utah Youth Soccer Association South Jordan UT 06/2017 08/2017
Bingham High School South Jordan UT 08/2017 06/2020
  • 07/2026 → Present
    Granite Bay, CA
  • 04/2025 → 12/2025
    Granite Bay, CA
  • 12/2024 → 04/2025
    Park City Mountain Resort
    Park City, UT
  • 12/2024 → 04/2025
    Dorothy J. Cole
    Merrimack, NH
  • 06/2024 → 08/2024
    Northwest Asset Management
    Mercer Island, WA
  • 01/2024 → 07/2024
    Vermilion Rock Advisors
    St. George, UT
  • 02/2024 → 05/2024
    Retirement Solutions
    Provo, UT
  • 01/2024 → 04/2024
    Concordia Capital
    New York, NY
  • 09/2023 → 12/2023
    High Street Capital
    Chicago, IL
  • 12/2022 → 04/2023
    Sundance Mountain Resort
    Sundance, UT
  • 08/2022 → 04/2026
    Brigham Young University
    Provo, UT
  • 08/2020 → 06/2022
    The Church Of Jesus Christ Of Latter-Day Saints
    Salt Lake City, UT
  • 08/2014 → 06/2017
    South Jordan Middle School
    South Jordan, UT
  • 06/2017 → 08/2017
    Utah Youth Soccer Association
    South Jordan, UT
  • 08/2017 → 06/2020
    Bingham High School
    South Jordan, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-02
  • S65 Uniform Investment Adviser Law Examination
    2026-05-02

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