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Advisor at PINNACLE WEALTH MANAGEMENT, INC.
BRIGHTON, MI | Brighton, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PINNACLE WEALTH MANAGEMENT, INC. | Independent wealth | Jul 7, 2025 | n/a | yes | Brighton, MI|BRIGHTON, MI | Current employment |
| LPL ENTERPRISE, LLC | Bd affiliated wealth | Nov 14, 2024 | Jul 11, 2025 | no | TROY, MI | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Jun 14, 2022 | Nov 14, 2024 | no | TROY, MI | Previous registration |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | May 26, 2022 | Jun 9, 2022 | no | Brighton, MI|Detroit, MI|Brighton, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL ENTERPRISE, LLC | PINNACLE WEALTH MANAGEMENT, INC. | Jul 11, 2025 | Jul 7, 2025 | -4 | Firm change | Ibd to RIA |
| PRUCO SECURITIES, LLC | LPL ENTERPRISE, LLC | Nov 14, 2024 | Nov 14, 2024 | 0 | Bulk transfer | Ibd to new firm |
| THRIVENT INVESTMENT MANAGEMENT INC. | PRUCO SECURITIES, LLC | Jun 9, 2022 | Jun 14, 2022 | 5 | Firm change | Ibd to ibd |