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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-11 |
| TX | RA | APPROVED_RES | 2026-05-11 |
Branch Locations
6320 Canoga Ave Fl 15, Woodland Hills, CA 91367 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Chatsworth | CA | 09/2007 | 05/2026 |
| Premier America Credit Union | Chatsworth | CA | 09/2007 | 05/2026 |
| Raymond James Financial Services Inc. | Woodland Hills | CA | 05/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Woodland Hills | CA | 05/2026 | Present |
(1)Name of Business: Pinnacle Group Wealth Management Address: 550 Periwinkle Ln, Montecito, CA, 93108, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Officer - President Investment Related: No Start Date: 05/11/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor/Agent/Director/Founder/Owner and Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-16 |
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