Paul Merrill Davis

Employer firm

Parkshore Wealth Management CRD 148052

$518M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• TAX PREPARATION

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2026 → Present
  Parkshore Wealth Management
  Granite Bay, CA
• 04/2025 → 12/2025
  Parkshore Wealth Management
  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

• S65 Uniform Investment Adviser Law Examination
  2026-05-02