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Current Employers
Pinnacle Wealth Advisors

9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-02-26
  • FL RA
    APPROVED
    Since 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

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
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
  • 09/2011 → 01/2023
    Morgan Stanley Smith Barney
    Saint Petersburg, FL
  • 10/2011 → 01/2023
    Morgan Stanley Smith Barney
    Saint Petersburg, FL
  • 01/2023 → Present
    Pinnacle Wealth Advisors, Inc.
    Saint Petersburg, FL
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-27
  • S66 Uniform Combined State Law Examination
    2011-10-27

View on SEC IAPD

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