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Carl William Marker

Pinnacle Wealth Advisors

Portland, OR

Clackamas, OR

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Current Employers
Pinnacle Wealth Advisors

9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2025-10-28
  • OR RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2025-10-28

Branch Locations

8995 Se Otty Road, Portland, OR 97086 • United States

9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ims Capital Management Portland OR 06/1988 09/2025
Pinnacle Wealth Advisors, Llc Clackamas OR 10/2025 Present
Ims Capital Management Llc Portland OR 10/2025 Present
  • 06/1988 → 09/2025
    Portland, OR
  • 10/2025 → Present
    Pinnacle Wealth Advisors, Llc
    Clackamas, OR
  • 10/2025 → Present
    Ims Capital Management Llc
    Portland, OR
Previous Registrations
Other Businesses

OTTY PROPERTIES MANAGES A COUPLE OF APARTMENTS. CARL IS THE SOLE BUSINESS PERSON INVOLVED AND SPENDS A COUPLE OF HOURS A WEEK WORKING WITH THIS. IT STARTED A COUPLE OF YEARS AGO.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-09-22
  • S63 Uniform Securities Agent State Law Examination
    1988-09-22

View on SEC IAPD

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