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RIA / WealthAdvisor29 years in industry

TYLER JOSEPH NAGEL

Advisor at PINNACLE WEALTH ADVISORS

CLACKAMAS, OR

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Search this name across graphsid dfx:ria:6b539896-c7d6-48b9-90a3-dbadb42fe3e0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 7, 2002 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 WEALTH 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: Nov 1, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Nov 1, 1996
First registration: Feb 7, 2002
Dual registered: no
IAPD individual key: 2809731

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 WEALTH ADVISORS	Independent wealth	Dec 3, 2024	n/a	yes	CLACKAMAS, OR	Current employment
HARLOW WEALTH MANAGEMENT, INC.	Independent wealth	Oct 4, 2013	Feb 19, 2016	no	CLACKAMAS, OR\|VANCOUVER, WA	Previous registration
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Former SEC adviser	Sep 19, 2011	Oct 4, 2013	no	PORTLAND, OR\|SARASOTA, FL	Previous registration
PACIFIC WEST FINANCIAL CONSULTANTS INC	Former SEC adviser	Feb 7, 2002	Aug 8, 2002	no	PORTLAND, OR	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
HARLOW WEALTH MANAGEMENT, INC.	PINNACLE WEALTH ADVISORS	Feb 19, 2016	Dec 3, 2024	3,210	Firm change after gap	RIA to RIA
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	HARLOW WEALTH MANAGEMENT, INC.	Oct 4, 2013	Oct 4, 2013	0	Firm change	Other
PACIFIC WEST FINANCIAL CONSULTANTS INC	GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Aug 8, 2002	Sep 19, 2011	3,329	Firm change after gap	Other

Relationships

Registered with (4)

→ PINNACLE WEALTH ADVISORSRegistered adviserregistration: current employment
Dec 3, 2024 to presentfactForm ADV
→ HARLOW WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 4, 2013 to Feb 19, 2016factForm ADV
→ GLOBAL FINANCIAL PRIVATE CAPITAL, INC.Registered adviserregistration: previous registration
Sep 19, 2011 to Oct 4, 2013factForm ADV
→ PACIFIC WEST FINANCIAL CONSULTANTS INCRegistered adviserregistration: previous registration
Feb 7, 2002 to Aug 8, 2002factForm ADV

Dated events

No dated event names this entity yet.