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1115 W Fulton Market 3Rd Floor, Chicago, IL 60607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-12 |
Branch Locations
1351 N Courtenay Pkwy Suite Bb, Merritt Island, FL 32953 • United States
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 Financial Network | Merritt Island | FL | 05/2001 | Present |
| Pinnacle Financial Wealth Management, Llc | Merritt Island | FL | 03/2015 | Present |
| Center Street Securities, Inc. | Nashville | TN | 02/2017 | Present |
| Arete Wealth Advisors, Llc | Chicago | IL | 03/2023 | Present |
| Arete Wealth Management, Llc | Chicago | IL | 06/2023 | Present |
1) PINNACLE FINANCIAL WEALTH MANAGEMENT, LLC/PINNACLE FINANCIAL NETWORK. dba. - 1351 N. COURTENAY PKWY, SUITE BB, MERRITT ISLAND, FL 32953 - PERSONAL COMPANY STARTED 05/2001. APPROXIMATELY 80 HOURS MONTHLY. OWNER OF BUSINESS WORK WITH CLIENTS WITH FIXED INSURANCE PRODUCTS, FOR COMPENSATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-05-28 |
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