Jeffrey Keith Troll

Current Employers

Cw Advisors, Llc

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2021-04-19

MD RA
APPROVED

Since 2021-04-19

Branch Locations

6345 Woodside Court, Suite 100, Columbia, MD 21046 • United States

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pinnacle Advisory Group, Inc	Columbia	MD	02/2005	05/2021
Congress Wealth Management Llc	Columbia	MD	05/2021	Present

02/2005 → 05/2021

Pinnacle Advisory Group, Inc

Columbia, MD
05/2021 → Present

Congress Wealth Management Llc

Columbia, MD

Previous Registrations

2005-03-23 → 2021-05-17

Pinnacle Advisory Group, Inc.

Columbia, MD

Other Businesses

1.) WAYPOINT CONSULTING GROUP, NOT INVESTMENT RELATED, COLUMBIA MD, PARTNER, 0 HOURS PER MONTH 2.) Marylandreporter.com, Not Investment Related, Columbia MD, Board Member

Current Employers

Cw Advisors, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Designations

Other Firms

Other Investors

Other Offices

Reviews