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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-11-10 |
Branch Locations
1905 Nw 169Th Pl Suite 220, Beaverton, OR 97006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Tax & Financial Services Llc | Beaverton | OR | 09/2005 | Present |
| Commonwealth Financial Network | San Diego | CA | 11/2006 | 11/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2025 | Present |
1. NAME OF OTHER BUSINESS: PINNACLE TAX & FINANCIAL SERVICES LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TAX ADVISING START DATE: 09/2005 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 25 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: TAX ADVISING AND PREPARATION; 2. NAME OF OTHER BUSINESS: PINNACLE TAX & FINANCIAL SERVICES LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2005 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-21 |
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