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RIA / WealthAdvisor27 years in industry

SHARON ANN MERKLE

Advisor at PINNACLE WEALTH STRATEGIES, LLC

ALBANY, NY

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Search this name across graphsid dfx:ria:d47a2690-8e0f-1dbe-4aca-909d3bf868ca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 12, 2004 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 STRATEGIES, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 20, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 20, 1999
First registration: Jan 12, 2004
Dual registered: no
Other names: SHARON ANN GLENN|SHARON ANN WALTON|SHARON ANN LIBERT
IAPD individual key: 3222580

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 STRATEGIES, LLC	State registered	Aug 16, 2021	n/a	yes	ALBANY, NY	Current employment
LATITUDE ADVISORS, LLC	Independent wealth	Aug 15, 2011	Aug 31, 2026	no	WEST COXSACKIE, NY\|YORKVILLE, IL\|Saratoga Springs, NY	Previous registration
SSN ADVISORY, INC.	Former SEC adviser	Jan 6, 2010	Aug 15, 2011	no	SARATOGA SPRINGS, NY	Previous registration
MEDALLION ADVISORY SERVICES, LLC	n/a	Sep 27, 2004	Dec 31, 2009	no	SARATOGA SPRINGS, NY\|WEST COXSACKIE, NY\|SARATOGA SPRINGS, NY	Previous registration
CENTAURUS FINANCIAL, INC.	Bd affiliated wealth	Jan 12, 2004	Sep 29, 2004	no	WEST COXSACKIE, NY	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
LATITUDE ADVISORS, LLC	PINNACLE WEALTH STRATEGIES, LLC	Aug 31, 2026	Aug 16, 2021	-1,841	Firm change after gap	RIA to state RIA
SSN ADVISORY, INC.	LATITUDE ADVISORS, LLC	Aug 15, 2011	Aug 15, 2011	0	Firm change	Other
MEDALLION ADVISORY SERVICES, LLC	SSN ADVISORY, INC.	Dec 31, 2009	Jan 6, 2010	6	Firm change	Other
CENTAURUS FINANCIAL, INC.	MEDALLION ADVISORY SERVICES, LLC	Sep 29, 2004	Sep 27, 2004	-2	Firm change	Other

Relationships

Registered with (5)

→ PINNACLE WEALTH STRATEGIES, LLCRegistered adviserregistration: current employment
Aug 16, 2021 to presentfactForm ADV
→ LATITUDE ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 15, 2011 to Aug 31, 2026factForm ADV
→ SSN ADVISORY, INC.Registered adviserregistration: previous registration
Jan 6, 2010 to Aug 15, 2011factForm ADV
→ MEDALLION ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Sep 27, 2004 to Dec 31, 2009factForm ADV
→ CENTAURUS FINANCIAL, INC.Registered adviserregistration: previous registration
Jan 12, 2004 to Sep 29, 2004factForm ADV

Dated events

Occurred
Aug 31, 2026
Advisor changed firm
Sharon Ann Merkle left Latitude Advisors, Llc for Pinnacle Wealth Strategies, Llc (registered 2021-08-16)
Form ADVobserved 5 days ago