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Advisor at PINNACLE WEALTH ADVISORS
CLACKAMAS, OR
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 ADVISORS | Independent wealth | May 10, 2022 | n/a | yes | CLACKAMAS, OR | Current employment |
| SECURITY FIRST ADVISORS | Former SEC adviser | Jan 12, 2024 | Apr 1, 2025 | no | PORTLAND, OR|PORTLAND, OR | Previous registration |
| HARLOW WEALTH MANAGEMENT, INC. | Independent wealth | Sep 24, 2014 | Feb 1, 2016 | no | CLACKAMAS, OR|VANCOUVER, WA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Nov 1, 2010 | Sep 12, 2014 | no | LAKE OSWEGO, OR | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jun 15, 2009 | Nov 1, 2010 | no | PORTLAND, OR|PORTLAND, OR|PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURITY FIRST ADVISORS | n/a | Apr 1, 2025 | n/a | n/a | Departure no registered destination | Departure |
| HARLOW WEALTH MANAGEMENT, INC. | PINNACLE WEALTH ADVISORS | Feb 1, 2016 | May 10, 2022 | 2,290 | Firm change after gap | RIA to RIA |
| WELLS FARGO ADVISORS | HARLOW WEALTH MANAGEMENT, INC. | Sep 12, 2014 | Sep 24, 2014 | 12 | Firm change | Wirehouse to RIA |
| EQUITABLE ADVISORS, LLC | WELLS FARGO ADVISORS | Nov 1, 2010 | Nov 1, 2010 | 0 | Firm change | Ibd to wirehouse |