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Pinnacle Wealth Advisors CRD 117517
$550M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-12-21 |
| TX | RA | APPROVED | 2025-10-09 |
| WA | RA | APPROVED | 2025-10-09 |
Branch Locations
9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Lake Oswego | OR | 01/2025 | 09/2025 |
| Mml Investors Services, Llc | Lake Oswego | OR | 04/2025 | 09/2025 |
| Convex Logistics | Troutdale | OR | 09/2021 | 01/2025 |
| Chick-Fil-A | Clackamas | OR | 11/2019 | 09/2021 |
| Full Time Student | Clackamas | OR | 09/2012 | 09/2021 |
| Pinnacle Wealth Advisors, Llc | Clackamas | OR | 10/2025 | Present |
Insurance licensure-Life & Health 12/2024 AZ, CA, ID, NC, OR, TX, WA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-24 |
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