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6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-02-16 |
Branch Locations
131 Dillmont Drive Suite 101, Columbus, OH 43235 • United States
6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc | Mansfield | OH | 03/2015 | 01/2017 |
| Pinnacle Wealth Planning Services, Inc. | Columbus | OH | 01/2017 | Present |
| Pinnacle Wealth Planning Services, Inc. | Columbus | OH | 10/2018 | Present |
1. Since 2011, Scott's Trust is a 6% shareholder of Pinnacle Wealth Planning Services where he works 40-60 hours per week. 3. Since 2018, Scott's Trust is a minority owner Pinnacle CPA Advisory Group, a CPA firm, which he spends approximately 1-2 hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-09-10 |
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