Paul Davis has been an investment adviser representative at Parkshore Wealth Management since August 2026, 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 · under a yearGranite Bay, CA · Adviser representative · Firm CRD 148052
Investment adviser representative registrations
Paul Davis is registered as an investment adviser representative in California, since August 2026.
- CaliforniaSince 4 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 May 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Paul Merrill Davis
- CRD
- 8319680
- Firm
- Parkshore Wealth Management · CRD 148052
- Office
- 5940 GRANITE LAKE DRIVE, Granite Bay, CA 95746
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Paul Davis work?
Paul Davis is an investment adviser representative registered through Parkshore Wealth Management since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Paul Davis a financial advisor?
Yes. Paul Davis has a current investment-adviser registration in California, through Parkshore Wealth Management since August 2026.
How many years of experience does Paul Davis have?
Paul Davis has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Paul Davis passed?
Paul Davis passed the Series 65 in May 2026.
Where is Paul Davis based?
Paul Davis’ registered office is in Granite Bay, CA.
Is Paul Davis registered with FINRA?
No. Paul Davis has no current broker registration.
How can I verify Paul Davis’ record?
Search CRD 8319680 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Davis’ full registration record.
