Samuel Taylor has been an investment adviser representative at Parkshore Wealth Management since January 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
Samuel Taylor is registered as an investment adviser representative in 2 states. The first approvals date from January 2026; the most recent is Texas, in April 2026.
- CaliforniaSince 30 January 2026
- TexasSince 15 April 2026
Examinations
No examinations are on Samuel Taylor’s record.
- Full name
- Samuel Alan Taylor
- CRD
- 8212738
- Firm
- Parkshore Wealth Management · CRD 148052
- Office
- 5940 GRANITE LAKE DRIVE, Granite Bay, CA 95746
- Registration
- Investment adviser registration
- In the industry since
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Samuel Taylor work?
Samuel Taylor is an investment adviser representative registered through Parkshore Wealth Management since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Samuel Taylor a financial advisor?
Yes. Samuel Taylor has a current investment-adviser registration in California and Texas, through Parkshore Wealth Management since January 2026.
How many years of experience does Samuel Taylor have?
Samuel Taylor has 0 years in the financial industry, since January 2026, across 1 adviser firm.
Where is Samuel Taylor based?
Samuel Taylor’s registered office is in Granite Bay, CA.
Is Samuel Taylor registered with FINRA?
No. Samuel Taylor has no current broker registration.
How can I verify Samuel Taylor’s record?
Search CRD 8212738 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Samuel Taylor’s full registration record.
