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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant46 years in industry

PAUL JOHNATHAN MERSHON

Advisor at GRIFFIN CAPITAL ADVISORS

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:08df8fb5-7679-21b2-a27c-43242e5780ce

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Feb 11, 1985 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GRIFFIN CAPITAL ADVISORS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 3, 1980earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S65|S63
First exam: Jun 3, 1980
First registration: Feb 11, 1985
Dual registered: no
IAPD individual key: 709764

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GRIFFIN CAPITAL ADVISORS	State registered	May 28, 2024	n/a	yes	SCOTTSDALE, AZ	Current employment
GRIFFIN CAPITAL ADVISORS	State registered	May 28, 2024	Dec 31, 2024	no	SCOTTSDALE, AZ	Previous registration
CWM, LLC	Bd affiliated wealth	May 16, 2023	Mar 6, 2024	no	Newport Beach, CA\|Scottsdale, AZ\|OMAHA, NE	Previous registration
SILVERHAWK ASSET MANAGEMENT, LLC	Former SEC adviser	Jul 22, 2013	Mar 19, 2024	no	SCOTTSDALE, AZ	Previous registration
PIONEER ADVISORS, LLC	Former SEC adviser	Oct 7, 2010	Sep 30, 2013	no	SCOTTSDALE, AZ	Previous registration
QA3 FINANCIAL LLC	n/a	Feb 10, 2006	Feb 11, 2011	no	SCOTTSDALE, AZ\|OMAHA, NE	Previous registration
MARATHON ADVISORS, INC	n/a	Feb 11, 1985	Feb 16, 2006	no	SCOTTSDALE, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SILVERHAWK ASSET MANAGEMENT, LLC	CWM, LLC	Mar 19, 2024	May 16, 2023	-308	Firm change after gap	RIA to ibd
CWM, LLC	GRIFFIN CAPITAL ADVISORS	Mar 6, 2024	May 28, 2024	83	Firm change	Ibd to state RIA
PIONEER ADVISORS, LLC	SILVERHAWK ASSET MANAGEMENT, LLC	Sep 30, 2013	Jul 22, 2013	-70	Firm change after gap	Other
QA3 FINANCIAL LLC	PIONEER ADVISORS, LLC	Feb 11, 2011	Oct 7, 2010	-127	Firm change after gap	Other
MARATHON ADVISORS, INC	QA3 FINANCIAL LLC	Feb 16, 2006	Feb 10, 2006	-6	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
167798:155344:AZ:2024-03-19	Mar 19, 2024	May 16, 2023	SCOTTSDALE, AZ	Firm change after gap

Relationships

Registered with (6)

→ GRIFFIN CAPITAL ADVISORSRegistered adviserregistration: previous registration
May 28, 2024 to Dec 31, 2024factForm ADV
→ SILVERHAWK ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 22, 2013 to Mar 19, 2024factForm ADV
→ CWM, LLCRegistered adviserregistration: previous registration
May 16, 2023 to Mar 6, 2024factForm ADV
→ PIONEER ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 7, 2010 to Sep 30, 2013factForm ADV
→ QA3 FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 10, 2006 to Feb 11, 2011factForm ADV
→ MARATHON ADVISORS, INCRegistered adviserregistration: previous registration
Feb 11, 1985 to Feb 16, 2006factForm ADV

Dated events

Occurred
Mar 19, 2024
Advisor changed firm
Paul Johnathan Mershon left Silverhawk Asset Management, Llc for Cwm, Llc (registered 2023-05-16)
Form ADVobserved 5 days ago
Occurred
Mar 6, 2024
Advisor changed firm
Paul Johnathan Mershon left Cwm, Llc for Griffin Capital Advisors (registered 2024-05-28)
Form ADVobserved 5 days ago