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RIA / WealthAdvisor18 years in industry

ROBERT WILLIAM DANULOFF

Advisor at PINNACLE ADVISORS

MANSFIELD, OH

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Search this name across graphsid dfx:ria:e8c40703-49ab-bc2a-90c4-8353d05e17a3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 27, 2008 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 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: May 27, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 7, 2010
First registration: May 27, 2008
Dual registered: no
IAPD individual key: 5495861

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 ADVISORS	Independent wealth	Oct 3, 2024	n/a	yes	MANSFIELD, OH	Current employment
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Dec 14, 2016	Oct 7, 2024	no	ONTARIO, OH\|AUSTIN, TX	Previous registration
STONEX ADVISORS INC.	Bd affiliated wealth	Jan 30, 2015	Dec 31, 2016	no	BIRMINGHAM, AL	Previous registration
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	Former SEC adviser	Jul 6, 2010	Jan 30, 2015	no	ONTARIO, OH\|YOUNGSTOWN, OH	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 27, 2008	Jul 8, 2010	no	COLUMBUS, OH	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
KESTRA ADVISORY SERVICES, LLC	PINNACLE ADVISORS	Oct 7, 2024	Oct 3, 2024	-4	Firm change	Ibd to RIA
STONEX ADVISORS INC.	KESTRA ADVISORY SERVICES, LLC	Dec 31, 2016	Dec 14, 2016	-17	Firm change	Other
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	STONEX ADVISORS INC.	Jan 30, 2015	Jan 30, 2015	0	Bulk transfer	Other
LPL FINANCIAL LLC	STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	Jul 8, 2010	Jul 6, 2010	-2	Firm change	Other

Relationships

Registered with (5)

→ PINNACLE ADVISORSRegistered adviserregistration: current employment
Oct 3, 2024 to presentfactForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Dec 14, 2016 to Oct 7, 2024factForm ADV
→ STONEX ADVISORS INC.Registered adviserregistration: previous registration
Jan 30, 2015 to Dec 31, 2016factForm ADV
→ STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Jul 6, 2010 to Jan 30, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 27, 2008 to Jul 8, 2010factForm ADV

Dated events

Occurred
Oct 7, 2024
Advisor changed firm
Robert William Danuloff left Kestra Advisory Services, Llc for Pinnacle Advisors (registered 2024-10-03)
Form ADVobserved 6 days ago