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Andrew Charles Lerda-Plog

Pinnacle Advisors

Bradenton, FL

Mansfield, OH

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Current Employers
Pinnacle Advisors

6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-26
  • FL RA
    APPROVED
    Since 2024-11-26

Branch Locations

5460 Lena Road Unit 103, Bradenton, FL 34211 • United States

6 West 3Rd St. Ste 100, Mansfield, OH 44902 • 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
Bases Loaded Rancho Cordova CA 12/2011 03/2017
Unemployed Rancho Murieta CA 04/2017 07/2017
Lpl Financial Llc Boulder CO 07/2017 07/2021
Zion Bank Houston TX 08/2021 03/2024
Lpl Financial Llc Houston TX 08/2021 03/2024
Pinnacle Advisors Bradenton FL 05/2024 Present
  • 12/2011 → 03/2017
    Bases Loaded
    Rancho Cordova, CA
  • 04/2017 → 07/2017
    Unemployed
    Rancho Murieta, CA
  • 07/2017 → 07/2021
    Lpl Financial Llc
    Boulder, CO
  • 08/2021 → 03/2024
    Zion Bank
    Houston, TX
  • 08/2021 → 03/2024
    Lpl Financial Llc
    Houston, TX
  • 05/2024 → Present
    Pinnacle Advisors
    Bradenton, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-20
  • S66 Uniform Combined State Law Examination
    2017-10-20
Designations
Other Names
  • Andrew Lerda-Plog

View on SEC IAPD

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