Jeffrey Bruce Ellis

Current Employers

Pinnacle Investment Advisors, Llc

206 S.4Th Avenue, Ann Arbor, MI 48104 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2009-11-24

MI RA
APPROVED

Since 2009-11-24

Branch Locations

206 S.4Th Avenue, Ann Arbor, MI 48104 • 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 Investment Advisors, Llc	Ann Arbor	MI	08/1998	Present
Edwards, Ellis, Stanley, Armstrong, Bowren & Co.	Troy	MI	01/1992	Present

08/1998 → Present

Pinnacle Investment Advisors, Llc

Ann Arbor, MI
01/1992 → Present

Edwards, Ellis, Stanley, Armstrong, Bowren & Co.

Troy, MI

Other Businesses

CURRENTLY, I AM A SHAREHOLDER AND EMPLOYED FULL-TIME WITH AN ACCOUNTING FIRM, EDWARDS, ELLIS, STANLEY, ARMSTRONG, BOWREN & CO. THIS BUSINESS IS NON-INVESTMENT-RELATED. THE ADDRESS IS: 2155 BUTTERFIELD DRIVE, SUITE 305A, TROY, MICHIGAN, 48084. THE BUSINESS IS A CPA FIRM WHICH PROVIDES TAX AND AUDIT SERVICES TO BOTH INDIVIDUALS AND BUSINESSES. I HAVE BEEN EMPLOYED WITH THE FIRM SINCE JANUARY 1992. AS A FULL-TIME EMPLOYEE, I AVERAGE 200 HOURS MONTHLY. I AM THE DIRECTOR OF THE TAX DEPARTMENT.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-11-20

S65 Uniform Investment Adviser Law Examination

2009-11-20