John-Thomas Lloyd has been an investment adviser representative at Parkshore Wealth Management since September 2012, and is not listed among the firm’s executive officers or direct owners.
Parkshore Wealth Management is a Granite Bay, CA firm with $518M under management, 528 clients and 4 advisers across 5 offices, as of its June 2026 filing.
- Parkshore Wealth ManagementCurrent– present · 14 yearsSouth Jordan, UT · Adviser representative · Firm CRD 148052
Investment adviser representative registrations
John-Thomas Lloyd is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from September 2012; the most recent is Utah, in January 2026.
- CaliforniaSince 10 September 2012
- TexasResidentSince 7 August 2017
- UtahSince 9 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 September 2012 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6073624
- Firm
- Parkshore Wealth Management · CRD 148052
- Office
- South Jordan, UT
- Registration
- Investment adviser registration
- In the industry since
- September 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does John-Thomas Lloyd work?
John-Thomas Lloyd is an investment adviser representative registered through Parkshore Wealth Management since September 2012, and is not listed among the firm’s executive officers or direct owners.
Is John-Thomas Lloyd a financial advisor?
Yes. John-Thomas Lloyd has a current investment-adviser registration in California, Texas and Utah, through Parkshore Wealth Management since September 2012.
How many years of experience does John-Thomas Lloyd have?
John-Thomas Lloyd has 14 years in the financial industry, since September 2012, across 1 adviser firm.
What exams has John-Thomas Lloyd passed?
John-Thomas Lloyd passed the Series 65 in September 2012.
Where is John-Thomas Lloyd based?
John-Thomas Lloyd’s registered office is in South Jordan, UT.
Is John-Thomas Lloyd registered with FINRA?
No. John-Thomas Lloyd has no current broker registration.
How can I verify John-Thomas Lloyd’s record?
Search CRD 6073624 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John-Thomas Lloyd’s full registration record.
