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9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2022-05-10 |
Branch Locations
Fort Worth, TX • United States
9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Wealth Advisors, Inc. | Clackamas | OR | 12/2011 | Present |
| Zjc Inc. | Vancouver | WA | 04/2019 | Present |
| Security First Advisors, Inc. | Portland | OR | 11/2023 | 03/2025 |
| Ims Capital Management Llc | Portland | OR | 10/2025 | Present |
ZJC, Inc.; Non-investment related; 10811 NE 88TH Street, Vancouver, WA, 98662, Tax related pass through entity for managing income and expense associated with my role with Pinnacle Wealth Advisors, Inc.; President; April 2019 - Present.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-27 |
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