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1636 North Logan Street, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-08-19 |
| OR | RA | APPROVED | 2020-10-13 |
| TX | RA | APPROVED_RES | 2017-04-03 |
| NM | RA | APPROVED | 2017-02-14 |
Branch Locations
1636 North Logan Street, Denver, CO 80203 • United States
Silverton, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Albuquerque | NM | 10/2009 | 02/2017 |
| World Capital Brokerage, Inc. | Denver | CO | 02/2017 | Present |
| American Growth Financial Services | Denver | CO | 01/2018 | Present |
| Pinnacle Advisory Group, Llc | Keizer | OR | 12/2018 | Present |
Pinnacle Advisory Group, LLC. Investment-related DBA for financial planning work as a registered representative at World Capital Brokerage/Investment Research. 30 hours per month, 20 hours per month during trading hours. 683 NW Mirador PL, Corvallis, OR 97330 Investment Research Corp. Inc. Investment-related. Investment advisor at Investment Research Corp. 30 hours per month, 20 hours per month during trading hours. 1636 North Logan St Denver CO 80203 American Growth Financial Services. Not investment-related. Insurance sales and consulting. . 10 hours/wk, <2 hrs/wk during trading hours. 1636 Logan St. Denver, CO 80203 Life insurance, Medicare Supplement, Medicare Advantage. Not investment-related. Health insurance sales and consulting. . 683 NW Mirador PL, Corvallis, OR 97330 / Less than 10 hours /month 0 hours during trading hours. Oregon Notary Public. Not investment-related. 0 hours during trading hours. Less than 2 hours per month 683 NW Mirador PL, Corvallis, OR 97330 Tooth and Coin. Not investment Related . Remote staff. Data entry, bookkeeping, tax prep, tax support. Up to 35 hrs/week including evenings, Saturday and Sunday. Up to 25 hours during market hours. 683 NW Mirador PL, Corvallis, OR 97330 Start date 11/2022. 5507 Ranch DR Ste 209-e, Little Rock, AR 72223 Kona Real Estate LLC. Not investment related. Residential Real Estate Rental. Owner, 2 hrs/month. 0 hours during market hours. 683 NW Mirador PL, Corvallis, OR 97330. Start date 10/2025 TSRR KONASILVER25 LLC. Not investment related. Residential Real Estate Rental. Owner, 2 hrs/month. 0 hours during market hours. 683 NW Mirador PL, Corvallis, OR 97330. Start date 12/2025 LLC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-08-09 |
| S65 | Uniform Investment Adviser Law Examination | 1998-08-09 |
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