Trustee · Parkwoods Wealth Partners, LLC
Marion E. Shore
CRD 4561429 · Named on Form ADV at one SEC-registered adviser
At a glance
Parkwoods Wealth Partners, LLC, an SEC-registered wealth manager based in Clayton, MO with $1.8 billion in regulatory assets, lists Marion E. Shore on its Form ADV as Trustee, a control person.
Firms and roles
- Parkwoods Wealth Partners, LLCTrusteeWealth manager · Clayton, MO · $1.8B in regulatory assets
AtlasMembers
Marion’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2002 (23 years)
- Designations
- Personal Financial Specialist
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Marion’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (14)
- Christopher H. GardnerOwner / Chief Compliance Officer, Parkwoods Wealth Partners, LLC
- Edward M. EdwinOwner | Chief Operating Officer, Parkwoods Wealth Partners, LLC
- Kevin O. ReillyOwner | Chief Financial Officer, Parkwoods Wealth Partners, LLC
- April M. MuellerOwner, Parkwoods Wealth Partners, LLC
- Jeffrey M. CampbellOwner, Parkwoods Wealth Partners, LLC
9 more people named with Marion on the same filings, with titles and firms. Free in Atlas with a free account.
See all 14 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marion’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.