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5940 Granite Lake Drive, Granite Bay, CA 95746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-04 |
Branch Locations
5940 Granite Lake Drive, Granite Bay, CA 95746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-02 |
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