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9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-03-10 |
Branch Locations
9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • 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 |
|---|---|---|---|---|
| Pinnacle Wealth Advisors, Llc | Clackamas | OR | 03/2026 | Present |
| Ims Capital Management | Bellevue | WA | 12/2003 | Present |
MR. HAUG IS THE OWNER OF A FITNESS CENTER BASED IN RATHDRUM, IDAHO. HE BECAME OWNER IN JUNE 2008. THE BUSINESS IS NOT INVESTMENT RELATED. THE HOURS DEVOTED TO THIS BUSINESS VARY, BUT GENERALLY ARE A COUPLE PER DAY, GENERALLY NOT DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-08-05 |
| S65 | Uniform Investment Adviser Law Examination | 1995-08-05 |
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