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Kenyon Lloyd Lederer

Cwm, LLC

Driggs, ID

Henderson, NV

Roseville, CA

Omaha, NE

Pinnacle Wealth Management, LLC

Roseville, CA

Driggs, ID

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Current Employers
Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-01
ID RA APPROVED 2026-07-01
TX RA APPROVED 2026-07-01
  • CA RA
    APPROVED
    Since 2026-07-01
  • ID RA
    APPROVED
    Since 2026-07-01
  • TX RA
    APPROVED
    Since 2026-07-01

Branch Locations

18 N. Main Street, Ste. 205-3, Driggs, ID 83422 • United States

Henderson, NV • United States

3741 Douglas Blvd, Ste. 310, Roseville, CA 95661 • United States

14600 Branch St., Omaha, NE 68154 • United States

Pinnacle Wealth Management, Llc

2999 Douglas Blvd Suite 180, Roseville, CA 95661 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2026-05-14
ID RA APPROVED 2025-02-24
CA RA APPROVED 2021-09-23
  • NV RA
    APPROVED
    Since 2026-05-14
  • ID RA
    APPROVED
    Since 2025-02-24
  • CA RA
    APPROVED
    Since 2021-09-23

Branch Locations

2999 Douglas Blvd Suite 180, Roseville, CA 95661 • United States

Driggs, ID • 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
Purshe Kaplan Sterling Investments Albany NY 10/2013 07/2026
Pinnacle Asset Management, Inc. Roseville CA 09/1998 Present
Pinnacle Wealth Managment, Llc Roseville CA 09/2021 Present
Carson Wealth Roseville CA 07/2026 Present
Cwm, Llc Omaha NE 07/2026 Present
  • 10/2013 → 07/2026
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 09/1998 → Present
    Pinnacle Asset Management, Inc.
    Roseville, CA
  • 09/2021 → Present
    Pinnacle Wealth Managment, Llc
    Roseville, CA
  • 07/2026 → Present
    Carson Wealth
    Roseville, CA
  • 07/2026 → Present
    Cwm, Llc
    Omaha, NE
Previous Registrations
  • 2013-11-11 → 2021-10-11
    Pinnacle Asset Management, Inc.
    Roseville, CA
  • 2007-10-29 → 2013-11-05
    Invest Financial Corporation
    Fresno, CA
    Roseville, CA
    Appleton, WI
  • 2004-01-02 → 2010-03-15
    Securities America Advisors, Inc.
    Roseville, CA
  • 1999-02-23 → 2003-12-31
    Pinnacle Asset Management, Inc.
    Roseville, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-09-28
  • S63 Uniform Securities Agent State Law Examination
    1992-09-28
Designations
Other Names
  • Kenny Lederer

View on SEC IAPD

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