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6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-15 |
Branch Locations
1684 Medina Road, Suite 100, Medina, OH 44256 • 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 |
|---|---|---|---|---|
| Case Western Reserve University | Cleveland | OH | 07/2014 | 07/2017 |
| Progressive Insurance | Cleveland | OH | 06/2016 | 05/2017 |
| Medina County Procosecutor's Office | Medina | OH | 08/2017 | 11/2019 |
| Pinnacle Wealth Planning Services, Inc. | Medina | OH | 11/2019 | 04/2022 |
| None | Medina | OH | 06/2017 | 07/2017 |
| Pinnacle Advisors | Medina | OH | 04/2022 | Present |
| Pinnacle Advisors | Medina | OH | 10/2025 | Present |
1. Occasionally provide legal consulting services taking less than 10 hrs per month at 1684 Medina Road, Medina, Ohio. Not investment related. 2. Starting October 2025, Kory became spokesperson and Chairman of the Board for Adaptive Recovery Center Foundation (ARC Medina), a non-profit for disability support, at 1684 Medina Road, Medina, Ohio taking less than 10 hrs per month. Not investment related.
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