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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
10370 Commerce Center Dr Suite 130, Rancho Cucamonga, CA 91730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whyte & Associates, Inc | Rancho Cucamonga | CA | 11/2004 | Present |
| Crown Capital Securities, L.P. | Orange | CA | 12/2014 | 11/2023 |
| Pinnacle Wealth Management Inc | Rancho Cucamonga | CA | 06/2022 | Present |
| Avantax Investment Services Inc | Rancho Cucamonga | CA | 11/2023 | 09/2025 |
| Avantax Advisory Services | Rancho Cucamonga | CA | 11/2023 | 09/2025 |
| Whyte & Associates, Inc. | Rancho Cucamonga | CA | 11/2004 | Present |
| Cetera Wealth Services, Llc | Rancho Cucamonga | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)Pinnacle Wealth Management, Inc.; Secretary; This entity is where all of our investment related activity is reported. We provide investment planning, retirement and estate planning, financial planning and tax planning.; IR; 85; 06/02/2022; 10370 Commerce Center Dr Rancho Cucamonga CA 91730; This is where we manage our entire investment practice. We are a family firm. Husband, Stephen, is licensed branch manager, Stephen and I are both licensed financial professionals and shareholders of this entity. Son, Gerald, is an employee. I meet with clients in person, communicate with clients via phone and email, provide investment reviews, provide investment guidance, interface with vendors, and manage the workflow processing of business transactions in our office from start to finish. 2)Whyte & Associates, Inc.; Secretary; Tax preparation and tax planning for individuals, partnerships, LLCs, S-Corps, Estates, Trusts, Non-Profit Organizations. Monthly, quarterly, annual, and special project full service accounting. Payroll services.; NIR; 0; 11/23/2004; 10370 Commerce Center Dr Rancho Cucamonga CA 91730; Accounts payable manager, filling in for receptionist while she is away (door only, no phone), greeting clients. These are the only duties I perform for Whyte & Associates, Inc. My days/hours are centered on my primary role with Pinnacle Wealth Management, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-15 |
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