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Advisor at PINNACLE WEALTH MANAGEMENT, INC.
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 | Jan 1, 2025 | n/a | yes | BRIGHTON, MI | Current employment |
| BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. | Bd affiliated wealth | Aug 30, 2012 | Oct 19, 2016 | no | BRIGHTON, MI | Previous registration |
| FORESTERS EQUITY SERVICES, INC. | Former SEC adviser | Nov 19, 2010 | Aug 30, 2012 | no | FARMINGTON HILLS, MI|LIVONIA, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. | PINNACLE WEALTH MANAGEMENT, INC. | Oct 19, 2016 | Jan 1, 2025 | 2,996 | Firm change after gap | Other |
| FORESTERS EQUITY SERVICES, INC. | BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. | Aug 30, 2012 | Aug 30, 2012 | 0 | Firm change | Other |