Best Investors Account Sign in
Inactive

Daniel Allan Belica

Pinnacle Wealth Advisors

Jacksonville, OR

Clackamas, OR

Claim This Profile
Current Employers
Pinnacle Wealth Advisors

9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-02-09
  • OR RA
    APPROVED
    Since 2026-02-09

Branch Locations

Jacksonville, OR • United States

9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ims Capital Management Llc Clackamas OR 03/2014 Present
Pinnacle Wealth Advisors, Llc Clackamas OR 02/2026 Present
  • 03/2014 → Present
    Ims Capital Management Llc
    Clackamas, OR
  • 02/2026 → Present
    Pinnacle Wealth Advisors, Llc
    Clackamas, OR
Previous Registrations
  • 2014-03-11 → 2026-08-24
    Ims Capital Management
    Portland, OR
    Jacksonville, OR
    Clackamas, OR
  • 2008-05-02 → 2014-02-18
    Td Ameritrade, Inc.
    Portland, OR
  • 2008-05-12 → 2014-02-18
    Td Ameritrade Investment Management, Llc
    Portland, OR
  • 2008-03-13 → 2008-04-15
    Mkg Financial Group, Inc.
    Portland, OR
    Portland, OR
  • 2006-03-08 → 2007-06-29
    Mkg Capital Advisors
    Portland, OR
  • 2005-08-29 → 2005-12-31
    Mkg Capital Advisors
    Portland, OR
  • 2004-02-24 → 2005-08-19
    Osaic Fa, Inc.
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-02-05
  • S66 Uniform Combined State Law Examination
    2004-02-05

View on SEC IAPD

More in Jacksonville, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor