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David Michael Shealy

Shealy / Pinnacle Advisors, Ltd.

Tiro, OH

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Current Employers
Shealy / Pinnacle Advisors, Ltd.

Tiro, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2005-01-03
  • OH RA
    APPROVED
    Since 2005-01-03

Branch Locations

Tiro, OH • 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
OrganizationCityStateFromTo
Shealy/Pinnacle Advisors, Ltd Mansfield OH 11/2002 Present
Shealy Group Mansfield OH 11/2002 01/2021
Hw&Co. Cpas And Advisors Mansfield OH 01/2021 02/2025
Citron Cooperman Mansfield OH 02/2025 Present
  • 11/2002 → Present
    Shealy/Pinnacle Advisors, Ltd
    Mansfield, OH
  • 11/2002 → 01/2021
    Shealy Group
    Mansfield, OH
  • 01/2021 → 02/2025
    Hw&Co. Cpas And Advisors
    Mansfield, OH
  • 02/2025 → Present
    Citron Cooperman
    Mansfield, OH
Other Businesses

Full-time CPA with Citrin Cooperman CPAs, A NON-INVESTMENT RELATED CPA FIRM, WORKING 160 HOURS PER MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-30
  • S65 Uniform Investment Adviser Law Examination
    1999-12-30

View on SEC IAPD

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