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RIA / WealthAdvisor15 years in industry

ALEX JOSEPH KULKA

Advisor at PINNACLE ADVISORS

MANSFIELD, OH

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Search this name across graphsid dfx:ria:25d9cd2e-d5be-e2fd-eef1-4aad91877734

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Dec 20, 2010 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: PINNACLE ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 20, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 25, 2014
First registration: Dec 20, 2010
Dual registered: no
Other names: ALEX JOSEPH KULKA|Alex Kulka
IAPD individual key: 5828402

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
PINNACLE ADVISORS	Independent wealth	Jan 25, 2024	n/a	yes	MANSFIELD, OH	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Feb 15, 2023	Dec 19, 2023	no	Mansfield, OH	Previous registration
INVICTA ADVISORS LLC	Independent wealth	Nov 15, 2018	Feb 15, 2023	no	Mansfield, OH\|OAKMONT, PA	Previous registration
TRUSTMONT ADVISORY GROUP, INC.	Bd affiliated wealth	Feb 2, 2016	Dec 10, 2018	no	MANSFIELD, OH\|GREENSBURG, PA	Previous registration
SSN ADVISORY, INC.	Former SEC adviser	Apr 8, 2015	Feb 1, 2016	no	MANSFIELD, OH	Previous registration
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Dec 20, 2010	Mar 2, 2011	no	MANSFIELD, OH	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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	PINNACLE ADVISORS	Dec 19, 2023	Jan 25, 2024	37	Firm change	Ibd to RIA
INVICTA ADVISORS LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Feb 15, 2023	Feb 15, 2023	0	Firm change	RIA to ibd
TRUSTMONT ADVISORY GROUP, INC.	INVICTA ADVISORS LLC	Dec 10, 2018	Nov 15, 2018	-25	Firm change	Ibd to new firm
SSN ADVISORY, INC.	TRUSTMONT ADVISORY GROUP, INC.	Feb 1, 2016	Feb 2, 2016	1	Firm change	Other
CONCOURSE FINANCIAL GROUP ADVISORS	SSN ADVISORY, INC.	Mar 2, 2011	Apr 8, 2015	1,498	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
298868:134139:PA:2023-02-15	Feb 15, 2023	Feb 15, 2023	OAKMONT, PA	Firm change
106015:298868:PA:2018-11-15	Dec 10, 2018	Nov 15, 2018	GREENSBURG, PA	Firm change
126090:106015:OH:2016-02-01	Feb 1, 2016	Feb 2, 2016	MANSFIELD, OH	Firm change

Relationships

Registered with (6)

→ PINNACLE ADVISORSRegistered adviserregistration: current employment
Jan 25, 2024 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Feb 15, 2023 to Dec 19, 2023factForm ADV
→ INVICTA ADVISORS LLCRegistered adviserregistration: previous registration
Nov 15, 2018 to Feb 15, 2023factForm ADV
→ TRUSTMONT ADVISORY GROUP, INC.Registered adviserregistration: previous registration
Feb 2, 2016 to Dec 10, 2018factForm ADV
→ SSN ADVISORY, INC.Registered adviserregistration: previous registration
Apr 8, 2015 to Feb 1, 2016factForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
Dec 20, 2010 to Mar 2, 2011factForm ADV

Dated events

Occurred
Dec 19, 2023
Advisor changed firm
Alex Joseph Kulka left Cambridge Investment Research Advisors, Inc. for Pinnacle Advisors (registered 2024-01-25)
Form ADVobserved 6 days ago
Occurred
Feb 15, 2023
Advisor changed firm
Alex Joseph Kulka left Invicta Advisors Llc for Cambridge Investment Research Advisors, Inc. (registered 2023-02-15)
Form ADVobserved 6 days ago