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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-11-08 |
Branch Locations
2009 Walla Walla Ave Ste A, Walla Walla, WA 99362 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walla Walla Valley Tours | Walla Walla | WA | 09/2011 | 04/2017 |
| Gesa Credit Union | Walla Walla | WA | 03/2012 | 04/2017 |
| Lpl Financial Llc | Charlotte | NC | 08/2012 | 04/2017 |
| Ameriprise Financial Services Inc | Walla Walla | WA | 04/2017 | 04/2021 |
| Securities America, Inc. | Walla Walla | WA | 04/2021 | 06/2024 |
| Arbor Point Advisors | Walla Walla | WA | 04/2021 | 11/2024 |
| Osaic Wealth, Inc. | Walla Walla | WA | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1) DBA: Pinnacle Ascent Wealth Management 2) FIXED INSURANCE POSITION: Advisor NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2021 ADDRESS: 2009 Walla Walla Ave, Ste A, Ste A, Walla Walla WA 99362 DESCRIPTION: Fixed Annuities, Term Life Insurance 3) PINNACLE ASCENT, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/29/2021 ADDRESS: 2009 Walla Walla Ave, Ste A, Ste A, Walla Walla WA 99362, United States DESCRIPTION: Financial and Investment Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-04 |
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