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9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-16 |
| OR | RA | APPROVED | 2025-11-04 |
Branch Locations
9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States
8995 Se Otty Road, Portland, OR 97086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Wealth Advisors Llc | Clackamas | OR | 10/2025 | Present |
| Ims Capital Management | Portland | OR | 01/2015 | Present |
ADJUNCT PROFESSOR AT LOCAL UNIVERSITIES, 2007-CURRENT, TEACHING FINANCE AND INVESTMENT COURSES, APPROXIMATELY 15-20 HOURS A MONTH ON AVERAGE, ALL AFTER TRADING HOURS. PASSIVE INVESTOR; SOCIETY NINE; INVESTMENT RELATED: NO; LOCATION: 30536; DESCRIPTION OF THE BUSINESS: WOMEN'S FIGHT APPAREL AND GEAR.; RESPONSIBILITIES DUTIES: FRACTIONAL SHAREHOLDER/DEBT - NO MANAGEMENT DUTIES.; START DATE WITH THE BUSINESS: 2021-06-22;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-25 |
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