Paul J. Mershon

GRIFFIN CAPITAL ADVISORS

SCOTTSDALE, AZ

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CRD#: 709764

Professional summary

Paul Johnathan Mershon, CFP® is a registered financial advisor currently at GRIFFIN CAPITAL ADVISORS located in Scottsdale, Arizona.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Paul has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

AURELIUS CAPITAL ADVISORS, LLC; AZ 85255; INSURANCE SALES SINCE 03/2024; FOUND AND CEO; 5 - 10 HOURS PER MONTH; 5 - 10 HOURS DURING TRADING HOURS; NOT INVESTMENT RELATED; I AM FOUNDER/CEO. THIS LLC IS ASSIGNED MY LIFE INSURANCE COMMISSIONS FROM FIXED PRODUCT SALES; COMMISSIONS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Johnathan Mershon's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1985

Experience

Current

May 28, 2024 - Present

GRIFFIN CAPITAL ADVISORS

RIA

CRD#: 329405

SCOTTSDALE, AZ

Past

May 28, 2024 - December 31, 2024

GRIFFIN CAPITAL ADVISORS

RIA

CRD#: 329405

SCOTTSDALE, AZ

Past

May 16, 2023 - March 6, 2024

CWM, LLC

RIA

CRD#: 155344

Scottsdale, AZ

Past

July 22, 2013 - March 19, 2024

SILVERHAWK ASSET MANAGEMENT, LLC

RIA

CRD#: 167798

SCOTTSDALE, AZ

Past

February 11, 2011 - July 31, 2015

AUSDAL FINANCIAL PARTNERS, INC.

CRD#: 7995

SCOTTSDALE, AZ

Past

October 7, 2010 - September 30, 2013

PIONEER ADVISORS, LLC

RIA

CRD#: 148958

SCOTTSDALE, AZ

Past

February 10, 2006 - February 11, 2011

QA3 FINANCIAL LLC

RIA

CRD#: 104957

SCOTTSDALE, AZ

Past

February 10, 2006 - February 11, 2011

QA3 FINANCIAL CORP.

CRD#: 14754

SCOTTSDALE, AZ

Past

October 4, 1990 - February 10, 2006

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

SCOTTSDALE, AZ

Past

September 21, 1988 - February 10, 2006

CRI SECURITIES, LLC

CRD#: 22589

SCOTTSDALE, AZ

Past

February 11, 1985 - February 16, 2006

MARATHON ADVISORS, INC

RIA

CRD#: 113696

SCOTTSDALE, AZ

Past

September 16, 1983 - September 21, 1988

CONSOLIDATED RESOURCES, INC.

CRD#: 13747

Past

March 31, 1981 - September 6, 1983

IRG SECURITIES, INC.

CRD#: 4182

Past

November 7, 1980 - September 27, 1985

THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY

CRD#: 2797

Past

June 4, 1980 - June 12, 1981

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(5/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/1/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/3/1980

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/17/1983

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 5/22/1980

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/22/1987

General Securities Principal Examination

Current Firm

GRIFFIN CAPITAL ADVISORS

GRIFFIN CAPITAL ADVISORS | GRIFFIN CAPITAL ADVISORS, LLC

CRD#: 329405 / SEC#:

Arizona

Registered Investment Advisory firm - (5/28/2024 Approved)

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Contact information

Main Address

Scottsdale, AZ

Mailing Address

8924 E Pinnacle Peak Rd. G5-628, Scottsdale, AZ 85255

Phone number

(602) 315-9348

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Paul J. Mershon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Johnathan Mershon's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRIFFIN CAPITAL ADVISORS

CWM, LLC

SILVERHAWK ASSET MANAGEMENT, LLC

AUSDAL FINANCIAL PARTNERS, INC.

PIONEER ADVISORS, LLC

QA3 FINANCIAL LLC

QA3 FINANCIAL CORP.

SECURIAN FINANCIAL SERVICES, INC.

CRI SECURITIES, LLC

MARATHON ADVISORS, INC

CONSOLIDATED RESOURCES, INC.

IRG SECURITIES, INC.

THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY

INTEGRATED RESOURCES EQUITY CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 12/1/1995

Series 63

Date: 6/3/1980

SIE

Date: 7/31/2015

Series 7

Date: 9/17/1983

Series 1

Date: 5/22/1980

Series 24

Date: 10/22/1987

Current Firm

GRIFFIN CAPITAL ADVISORS

Contact information

Documents

Red Flags

Company Information

GRIFFIN CAPITAL ADVISORS

TRUST BUT VERIFY

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