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Advisor at PINNACLE WEALTH ADVISORS
CLACKAMAS, OR | Portland, 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 | Feb 7, 2024 | n/a | yes | Portland, OR|CLACKAMAS, OR | Current employment |
| SECURITY FIRST ADVISORS | Former SEC adviser | Aug 30, 2017 | Apr 1, 2025 | no | Portland, OR|PORTLAND, OR|PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURITY FIRST ADVISORS | PINNACLE WEALTH ADVISORS | Apr 1, 2025 | Feb 7, 2024 | -419 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 117502:117517:OR:2025-04-01 | Apr 1, 2025 | Feb 7, 2024 | PORTLAND, OR | Firm change after gap |