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1616 East 15Th Street, Tulsa, OK 74120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2019-05-17 |
Branch Locations
1616 East 15Th Street, Tulsa, OK 74120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2019-05-16 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Investment Advisors | Tulsa | OK | 03/1996 | Present |
CHIEF INVESTMENT OFFICER OF NATIVE AMERICAN FUND ADVISORS, AN AFFILIATED INVESTMENT ADVISORY FIRM. PINNACLE HAS ACTED AS SUB-ADVISOR TO NATIVE AMERICAN FUND ADVISORS SINCE NOVEMBER, 1996.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-17 |
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