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Joel Bernard Kantor

Pinnacle Investment Advisors

Tulsa, OK

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Current Employers
Pinnacle Investment Advisors

1616 East 15Th Street, Tulsa, OK 74120 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-01-01
  • OK RA
    APPROVED
    Since 2025-01-01

Branch Locations

1616 East 15Th Street, Tulsa, OK 74120 • 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
Previous Registrations
Other Businesses

MIMOSA TREE CAPITAL PARTNERS, MIMOSA TREE INVESTMENTS I,II, & III ARE BASED AT 4504 SOUTH LOUISVILLE, TULSA, OK 74135. MR. KANTOR IS PARTNER/MANAGER OF THESE ENTITIES SINCE MARCH, 2000 THAT PROVIDE ANGEL AND VENTURE CAPITAL INVESTING. MR. KANTOR SPENDS FIVE TO TEN HOURS PER MONTH ON THESE ACTIVITIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1991-11-04
S63 Uniform Securities Agent State Law Examination 1983-03-15
  • S65 Uniform Investment Adviser Law Examination
    1991-11-04
  • S63 Uniform Securities Agent State Law Examination
    1983-03-15

View on SEC IAPD

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