Daniel Walter Pinkerton

Employer firm

Sherman Portfolios CRD 322728

$1.56B regulatory AUM

Reported services (Item 5G)

• Selection of other advisers
• Periodicals / newsletters
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1996 → Present
  Pinkerton Retirement Specialists, Llc
  Coeur D'ALene, ID
• 05/2016 → 12/2020
  Triad Advisors, Inc.
  Norcross, GA
• 07/2022 → Present
  Sherman Portfolios, Llc
  Coeur D'ALene, ID

Previous Registrations

• 1997-08-14 → 2010-12-02
  Lpl Financial Llc
  Spokane, WA
  Coeur D Alene, ID
  Coeur D' Alene, ID

Other Businesses

Grace Bible Church;not investment related;Prairie Avenue,Coeur D'Alene,ID;church;member of elder board;2010;6 hrs/month;0 hrs during trading;attend board meetings,pray for congregation Idaho Character Foundation;not investment related;2000 John Loop,Coeur D'Alene,ID;501c3 non-profit;co-founder;9/6/1997;5 hrs/month;0 hrs during trading;encourage a community of excellence in character Heritage Investment Holdings,LLC;investment related;2000 John Loop,Coeur D'Alene,ID;owns real estate;president,CEO;10/29/2013;1 hr/month;0 hrs during trading;manage waterfront property building & condo at 2000 John Loop,Coeur D'Alene,ID Rockford Bay Ranch;not investment related;14701 S. Heritage Dr,Coeur D'Alene,ID;raise livestock;owner;11/2004;1 hr/month;0 hrs during trading;owner Pinkerton Family Heritage,LP;investment related;2000 John Loop,Coeur D'Alene,ID;holding company of PRS;general partner;9/6/1997;1 hr/month;0 hrs during trading;manage interest for our 9 children Pinkerton Financial Corp;investment related;2000 John Loop,Coeur D'Alene,ID;holding company of PRS;president;9/6/1997;1 hrs/month;0 hrs during trading;management Pinkerton Investments,Inc;investment related;2000 John Loop,Coeur D'Alene,ID;holding company of PRS;president;9/6/1997;1 hr/month;0 hrs during trading;management Rental income;not investment related;14701 S. Heritage Dr,Coeur d'Alene,ID 83814;residential rental;owner;5/1/2017;1 hr/month;0 hrs during trading;landlord Pinkerton Brokerage,LLC;investment related;2000 John Loop,Coeur d'Alene,ID 83814;LLC entity for commission business;owner;1/27/2020;5 hrs/month;5 hrs during trading;will own LLC with wife,primary purposes to receive Triad commissions and buy brokerage business from other advisors FAITHWALK COMMUNITY FITNESS PARK A COMMUNITY FITNESS PARK CHAIRMAN OF THE BOARD DUTIES INCLUDE FUNDRAISING AND LEADERSHIP 5 HRS PER WEEK SHERMAN PORTFOLIOS, LLC COEUR D'ALENE, ID INVESTMENT ADVISER MANAGING MEMEBER SINCE 07/2022 INVESTMENT RELATED PINKERTON RETIREMENT SPECIALISTS, LLC COEUR D'ALENE, ID INVESTMENT ADVISER MANAGING MEMEBER SINCE 09/1996 INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-14
• S63 Uniform Securities Agent State Law Examination
  1991-03-05

Designations

• Certified Financial Planner