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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 | 2026-01-08 |
Branch Locations
1905 Nw 169Th Pl Ste 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 | 09/2022 | Present |
| Oregon State University | Corvallis | OR | 09/2018 | 06/2022 |
| Domino's Pizza | Beaverton | OR | 10/2024 | 12/2024 |
| Unemployed | Hillsboro | OR | 07/2022 | 08/2022 |
| Domino's Pizza | Aloha | OR | 09/2017 | 09/2018 |
| Aloha High School | Aloha | OR | 09/2014 | 06/2018 |
| Cetera Wealth Services | El Segundo | CA | 11/2025 | Present |
| Cetera Investment Advisors | Schaumburg | IL | 01/2026 | Present |
1. NAME OF OTHER BUSINESS: PINNACLE TAX & FINANCIAL SERVICES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX PREPARATION, BOOKKEEPING, PAYROLL, AND TAX PLANNING; START DATE: 09/2022; POSITION/TITLE/RELATIONSHIP: TAX ASSOCIATE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: I PREPARE, CHECK, AND FINALIZE TAX RETURNS, WORK AS THE IT PERSON IN THE OFFICE, AND I DO SOME ADMINISTRATIVE WORK AT THE DIRECTION OF THE OWNER; 2. NAME OF OTHER BUSINESS: PINNACLE TAX & FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SECURITIES-RELATED DBA; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: INVESTMENT ASSISTANT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: HELP RESEARCH DIFFERENT COMPANIES AND COMPARE ETFS THAT HOLD THESE COMPANIES. I ALSO DO ADMINISTRATIVE WORK AT THE DIRECTION OF THE ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-22 |
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