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849 Penniman Suite 201, Plymouth, MI 48170 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-13 |
| MI | RA | APPROVED | 2018-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments Distribution Co | Oaks | PA | 01/2015 | 06/2017 |
| Sei Investments Management Corp | Oaks | PA | 01/2015 | 06/2017 |
| Private Client Services Llc | Louisville | KY | 06/2017 | Present |
| Pinnacle Wealth Management Group, Inc. | Plymouth | MI | 06/2017 | Present |
Pinnacle Wealth Management Group, Inc., RIA, Investment Adviser Representative; approximately 160 hrs. monthly during trading hours; compensated by fees. Licensed Insurance Agent, Investment related, Insurance sales, appriximately 10 hrs. monthly.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-19 |
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