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9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-09-22 |
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