DFX Intelligence
Data Factory
Reading the graph
Reading the graph
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 | Nov 4, 2025 | n/a | yes | CLACKAMAS, OR | Current employment |
| IMS CAPITAL MANAGEMENT | Former SEC adviser | Jan 26, 2015 | Aug 24, 2026 | no | CLACKAMAS, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IMS CAPITAL MANAGEMENT | PINNACLE WEALTH ADVISORS | Aug 24, 2026 | Nov 4, 2025 | -293 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105939:117517:OR:2026-08-24 | Aug 24, 2026 | Nov 4, 2025 | CLACKAMAS, OR | Firm change after gap |