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9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-26 |
Branch Locations
9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States
5999 Central Avenue Suite # 301, Saint Petersburg, FL 33710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Saint Petersburg | FL | 09/2011 | 01/2023 |
| Morgan Stanley Smith Barney | Saint Petersburg | FL | 10/2011 | 01/2023 |
| Pinnacle Wealth Advisors, Inc. | Saint Petersburg | FL | 01/2023 | Present |
(1) NAME OF OTHER BUSINESS: THE WATER AND FIRE RESTORATION COMPANY DBA MOLD N MORE; INVESTMENT RELATED: NO; ADDRESS: 807 W. 64TH AVE, SAINT PETE BEACH, FL; NATURE OF BUSINESS: RESTORATION OF BUILDINGS DAMAGED BY WATER, FIRE, OR MOLD; POSITION: EMPLOYEE; DUTIES: MARKETING AND SALES; START DATE 05/2014; HOURS PER MONTH: 5 HOURS; HOURS DURING SECURITIES TRADING HOURS; 0. (2) NAME OF OTHER BUSINESS: VINO SIMPATICO INC.; INVESTMENT RELATED: NO; ADDRESS: 722 PASADENA AVE SOUTH, SAINT PETERSBURG, FL; NATURE OF BUSINESS: BOUTIQUE WINE STORE; POSITION: OWNER/PARTNER; DUTIES: PROMOTING BUSINESS; START DATE: 07/2016; HOURS PER MONTH: 1; HOURS DURING SECURITIES TRADING HOURS: 0. (3) NAME OF OTHER BUSINESS: MERIDIAN INVESTIGATIVE GROUP; INVESTMENT RELATED: NO; ADDRESS: 6822 2ND AVE NORTH, SUITE 119, SAINT PETERSBURG, FL; NATURE OF BUSINESS: PRIVATE INVESTIGATOR; POSITION: OPERATIONS MANAGER; DUTIES: SCHEDULING FIELD INVESTIGATORS; START DATE: 12/2022; HOURS PER MONTH: 80; HOURS DURING TRADING HOURS: 2-3.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-27 |
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