Jeffery M. Omdahl

PINNACLE CAPITAL SECURITIES

Long Beach, CA 90803

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CRD#: 1220247

Professional summary

Jeffery Michael Omdahl, who also goes by Jeff Michael Omdahl, Jeffery Michael Omdahl, Jeffrey Michael Omdahl, is a registered financial professional currently at PINNACLE CAPITAL SECURITIES, LLC located in Long Beach, California.

Jeffery is registered as a RR (Registered Representative) and started their career in finance in 1983. Jeffery has worked at 18 firms and has passed the Series 63, SIE, Series 3, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jeff Michael Omdahl | Jeffery Michael Omdahl | Jeffrey Michael Omdahl

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeffery Michael Omdahl's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 1, 2023 - Present

PINNACLE CAPITAL SECURITIES, LLC

Office #1: 4105 E Broadway Suite 102, Long Beach, CA 90803

CRD#: 106213

Long Beach, CA

Past

March 9, 2022 - February 2, 2023

INNOVATION PARTNERS LLC

CRD#: 146344

CHARLOTTE, NC

Past

January 22, 2019 - November 18, 2021

GOLDMAN SACHS CUSTODY SOLUTIONS

CRD#: 48015

MCLEAN, VA

Past

September 4, 2014 - August 14, 2018

CEROS FINANCIAL SERVICES, INC.

CRD#: 37869

ROCKVILLE, MD

Past

October 4, 2002 - February 7, 2014

PROFUNDS DISTRIBUTORS, INC.

CRD#: 19541

BETHESDA, MD

Past

November 28, 2001 - September 3, 2002

ASSOCIATED SECURITIES CORP.

CRD#: 12969

BOSTON, MA

Past

January 16, 2001 - December 12, 2001

SIGMA FINANCIAL CORPORATION

CRD#: 14303

ANN ARBOR, MI

Past

October 8, 1996 - December 7, 1999

GUGGENHEIM DISTRIBUTORS, LLC

CRD#: 40805

ROCKVILLE, MD

Past

April 11, 1996 - June 25, 1996

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

December 7, 1995 - January 1, 1996

WM FUND SERVICES, INC.

CRD#: 30763

SEATTLE, WA

Past

October 16, 1995 - November 10, 1995

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

CRD#: 14229

NORTHRIDGE, CA

Past

August 17, 1995 - November 30, 1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

August 17, 1995 - November 30, 1995

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

February 21, 1994 - September 12, 1995

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

CRD#: 487

CHARLOTTE, NC

Past

December 23, 1992 - February 1, 1994

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

BOSTON, MA

Past

July 6, 1990 - January 13, 1992

EATON VANCE DISTRIBUTORS, INC.

CRD#: 8039

BOSTON, MA

Past

September 26, 1986 - November 8, 1989

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

December 21, 1983 - September 30, 1986

E. F. HUTTON & COMPANY INC

CRD#: 235

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(2/1/2023)

Exams

State Security Law Exam

Series 63

Date: 1/9/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/14/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 3/10/1986

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 12/17/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 5/1/1987

General Securities Sales Supervisor Examination (Options Module & General Module)

SRO Registrations

FINRA

Current Firm

PINNACLE CAPITAL SECURITIES, LLC

PINNACLE CAPITAL GROUP | PINNACLE EQUITY MANAGEMENT, LLC | PINNACLE EQUITY MANAGEMENT, INC. | PINNACLE EQUITY MANAGEMENT INC | PINNACLE CAPITAL SECURITIES, LLC

CRD#: 106213 / SEC#: 801-40956, 8-65263

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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Contact information

Main Address

4105 E Broadway Suite 102, Long Beach, CA 90803

Mailing Address

4105 E Broadway Suite 102, Long Beach, CA 90803

Phone number

(310) 684-2699

Established

Missouri since 02/17/2016

Firm type

Limited Liability Company

Fiscal year end

March

Firm Size

Small

# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
PINNACLE CAPITAL HOLDING, LLC	SHAREHOLDER
CARTER, ANA R	CFO & FINOP	4424794
DAVIS, WILLIAM EUGENE III	CEO & CCO	3188964
PARKER, JOEL MICHAEL	CHIEF OPERATING OFFICER	6190668
SMITH, ROBERT THOMAS	REGISTERED PRINCIPAL	4490153
VICINI, DAVID MICHAEL	CHIEF INVESTMENT OFFICER	6429200

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffery M. Omdahl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeffery Michael Omdahl's CRS (Customer Relationship Summary).

Certified licenses

Experience

INNOVATION PARTNERS LLC

GOLDMAN SACHS CUSTODY SOLUTIONS

CEROS FINANCIAL SERVICES, INC.

PROFUNDS DISTRIBUTORS, INC.

ASSOCIATED SECURITIES CORP.

SIGMA FINANCIAL CORPORATION

GUGGENHEIM DISTRIBUTORS, LLC

SENTRA SECURITIES CORPORATION

WM FUND SERVICES, INC.

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

EATON VANCE DISTRIBUTORS, INC.

UBS FINANCIAL SERVICES INC.

E. F. HUTTON & COMPANY INC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/9/1984

SIE

Date: 8/14/2018

Series 3

Date: 3/10/1986

Series 7

Date: 12/17/1983

Series 8

Date: 5/1/1987

FINRA

Current Firm

PINNACLE CAPITAL SECURITIES, LLC

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

PINNACLE CAPITAL SECURITIES, LLC

TRUST BUT VERIFY

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