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.

Current firm

PINNACLE FINANCIAL GROUP LLC

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

Oct 16, 2006earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Oct 16, 2006

First registration

Mar 9, 2016

Dual registered

no

Other names

SEAN MORAN

IAPD individual key

4778230

• Occurred

  Apr 19, 2024
  Advisor changed firm

  Sean Patrick Moran left Schwab Wealth Advisory, Inc. for Pinnacle Financial Group Llc (registered 2024-04-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d982cbc1-3cde-41b3-938d-5a5b2dd4348a

First observed

Mar 9, 2016

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.