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1616 East 15Th Street, Tulsa, OK 74120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2019-05-17 |
Branch Locations
1616 East 15Th Street, Tulsa, OK 74120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2019-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Investment Advisors | Tulsa | OK | 03/1996 | Present |
MR. POARCH IS Managing Partner OF NATIVE AMERICAN FUND ADVISORS, AN AFFILIATED INVESTMENT MANAGEMENT FIRM SINCE NOVEMBER 1996. PINNACLE ACTS AS THE SUB-ADVISOR TO NATIVE AMERICAN FUND ADVISORS. MR. POARCH IS MANAGING PARTNER FOR PINNACLE INVESTMENT ADVISORS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-04 |
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