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Current Employers
Pinnacle Asset Management Group, Corporation (Inc.)

2020 Line Avenue, Shreveport, LA 71104-2125 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-08-21
LA RA APPROVED 2023-01-29
  • TX RA
    APPROVED_RES
    Since 2023-08-21
  • LA RA
    APPROVED
    Since 2023-01-29

Branch Locations

2020 Line Avenue, Shreveport, LA 71104-2125 • 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
Family Wealth Planning & Management Shreveport LA 09/1998 08/2019
Sagepoint Financial Shreveport LA 11/2013 09/2023
Family Wealth Planning And Management, Inc. Shreveport LA 01/1996 08/2019
Pinnacle Asset Management Group, Inc. Shreveport LA 09/2004 Present
Pinnacle Asset Management Group, Inc. Shreveport LA 12/2022 Present
Osaic Wealth, Inc. Shreveport LA 09/2023 12/2025
Kovack Securities, Inc. Fort Lauderdale FL 01/2026 Present
  • 09/1998 → 08/2019
    Family Wealth Planning & Management
    Shreveport, LA
  • 11/2013 → 09/2023
    Sagepoint Financial
    Shreveport, LA
  • 01/1996 → 08/2019
    Family Wealth Planning And Management, Inc.
    Shreveport, LA
  • 09/2004 → Present
    Pinnacle Asset Management Group, Inc.
    Shreveport, LA
  • 12/2022 → Present
    Pinnacle Asset Management Group, Inc.
    Shreveport, LA
  • 09/2023 → 12/2025
    Osaic Wealth, Inc.
    Shreveport, LA
  • 01/2026 → Present
    Kovack Securities, Inc.
    Fort Lauderdale, FL
Previous Registrations
Other Businesses

1) DBA - PINNACLE ASSET MANAGMENT GROUP, INC. - 2020 LINE AVENUE, SHREVEPORT, LA 71104; START DATE 1/1/2018; INVESTMENT RELATED; INVESTMENT ADVISORY; OWNER/COO; HANDLE DAY TO DAY TEAM MANAGEMENT AND FINANCIAL ACTIVITIES; 100% OF TIME SPENT. 2) DECHARLES FAMILY, LLC - 2020 LINE AVENUE, SHREVEPORT, LA 71104; START DATE 3/1/1996; INVESTMENT RELATED; REAL ESTATE/PROPERTY MANAGEMENT; OWNER; PAY PROPERTY TAX AND OWNERS DISTRIBUTIONS; 1% OF TIME SPENT. 3) RIVERBROOKE HOMEOWNERS ASSOCIATION, INC. - 7330 FERN AVENUE, SUITE 102, SHREVEPORT, LA 71105; START DATE 10/20/2006; NON-INVESTMENT RELATED; NON-PROFIT ASSOCIATION; GENERAL SUPERVISON, DIRECTION AND CONTROL OF THE BUSIESS OF THE ASSOCIATION; PRESIDENT; 1% OF TIME SPENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-12
  • S66 Uniform Combined State Law Examination
    2015-05-12
Other Names
  • Christina M Decharles

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