Patrick Van Hue Loc

Employer firm

Pinnacle Treasury Investments, LLC CRD 305076

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 05/2016
  Fidelity Investments
  Westlake, TX
• 05/2016 → 07/2019
  Fidelity Brokerage Services, Llc
  Westlake, TX
• 09/2019 → Present
  Pinnacle Treasury Investments Llc
  Austin, TX
• 09/2023 → Present
  Runtime Centers
  Arlington, TX
• 03/2018 → Present
  Mark12V31 Llc
  Arlington, TX

Previous Registrations

• 2018-11-27 → 2019-09-20
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2008-09-18 → 2011-06-22
  Inteo Capital
  Arlington, TX
• 2007-04-12 → 2008-06-18
  Charles Schwab & Co., Inc.
  Greenwich, CT
• 2002-11-27 → 2006-03-17
  Ubs Financial Services Inc.
  Stamford, CT
  Stamford, CT

Other Businesses

Name: Mark12V31 LLC; Investment-related: No; Address: 3003 Mark Drive, Arlington, TX, 76013; Nature: Beekeeping in development; Position: Sole Owner; Start date: March 2018; Approximate number of hours/month: 14 hours. Number of hours I devote to the other business during securities trading hours: 0. Duties: I am the sole owner of the business. Name: RunTime Centers; Investment-related: Yes, real estate; Address: Arlington, TX; Nature: commercial real estate development for the quick service restaurant industry; Position/Title: CFO; Start date: September 2023; Approximate number of hour/month: 80-100 hours; Number of hours I devote to the other business during securities trading hours: 0; Duties: strategic planning, marketing, business development, product development, financial modeling, and financial planning and analysis.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-20
• S63 Uniform Securities Agent State Law Examination
  2016-08-30

Designations

• Chartered Financial Analyst

Other Names

• Patrick Vanhue Loc