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3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-19 |
Branch Locations
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Morgan Stanley | Portland | OR | 06/2009 | 04/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2018 |
| Cs Planning Corp. | Portland | OR | 09/2019 | 06/2022 |
| Pinnacle Wealth Advisory, Llc | West Linn | OR | 05/2019 | Present |
| Unemployed | Lake Oswego | OR | 05/2018 | 04/2019 |
Data Aviator, non-investment related, 310 Champion Dr, Lakeway, TX 78734, Data Aviator provides audience intelligence and activation, co-founder, 7/31/2025, 10 hours a week, 2, overseeing client relationships and proposals.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-03 |
| S65 | Uniform Investment Adviser Law Examination | 1997-03-07 |
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