DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Alex Joseph Kulka

Pinnacle Advisorsindependent RIAMansfield, OhIA-onlyIAPD 5828402

Feed of 09/14/2026

Also filed as Alex Joseph Kulka

At current firm

2 y

since Jan 25, 2024

In the industry

15 y

since Dec 20, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Business email: alexk@pinnacleadvisors.comreportedpinnacleadvisors.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Pinnacle Advisors independent RIA current
since Jan 25, 2024 · Mansfield, Oh
Cambridge Investment Research Advisors, Inc. BD affiliated
Feb 15, 2023 to Dec 19, 2023 · Mansfield, Oh
Invicta Advisors LLC independent RIA
Nov 15, 2018 to Feb 15, 2023 · Mansfield, Oh
Trustmont Advisory Group, Inc. BD affiliated
Feb 2, 2016 to Dec 10, 2018 · Mansfield, Oh
Ssn Advisory, Inc. former
Apr 8, 2015 to Feb 1, 2016 · Mansfield, Oh
Concourse Financial Group Advisors former
Dec 20, 2010 to Mar 2, 2011 · Mansfield, Oh

Moves

a registration end followed by a registration begin elsewhere

Cambridge Investment Research Advisors, Inc. to Pinnacle Advisors
left Dec 19, 2023, registered Jan 25, 2024 (37 days) · Affiliated broker-dealer or bank to independent RIA
Invicta Advisors LLC to Cambridge Investment Research Advisors, Inc.
left Feb 15, 2023, registered Feb 15, 2023 (0 days) · RIA to affiliated broker-dealer or bank · moved with a team
Trustmont Advisory Group, Inc. to Invicta Advisors LLC
left Dec 10, 2018, registered Nov 15, 2018 (-25 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Ssn Advisory, Inc. to Trustmont Advisory Group, Inc.
left Feb 1, 2016, registered Feb 2, 2016 (1 days) · Other · moved with a team
Concourse Financial Group Advisors to Ssn Advisory, Inc.
left Mar 2, 2011, registered Apr 8, 2015 (1498 days) · Other

Signals

Alex Joseph Kulka left Cambridge Investment Research Advisors, Inc. for Pinnacle Advisors (registered 2024-01-25)
Dec 19, 2023 · Advisor changed firm · fact
Alex Joseph Kulka left Invicta Advisors Llc for Cambridge Investment Research Advisors, Inc. (registered 2023-02-15)
Feb 15, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address