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DB

Daniel A. Belica

IMS CAPITAL MANAGEMENT
JACKSONVILLE, OR
Some features on this profile are disabled
CRD#: 502448
DB

Professional summary

Daniel Allan Belica is a registered financial advisor currently at IMS CAPITAL MANAGEMENT located in Jacksonville, Oregon and PINNACLE WEALTH ADVISORS located in Jacksonville, Oregon.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Daniel has worked at 8 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Daniel Allan Belica'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

March 11, 2014 - Present

IMS CAPITAL MANAGEMENT

RIA
CRD#: 105939
JACKSONVILLE, OR
Current

February 9, 2026 - Present

PINNACLE WEALTH ADVISORS

RIA
CRD#: 117517
JACKSONVILLE, OR
Past

May 12, 2008 - February 18, 2014

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
PORTLAND, OR
Past

May 2, 2008 - February 18, 2014

TD AMERITRADE, INC.

RIA
CRD#: 7870
PORTLAND, OR
Past

May 2, 2008 - February 18, 2014

TD AMERITRADE, INC.

BD
CRD#: 7870
PORTLAND, OR
Past

March 13, 2008 - April 15, 2008

MKG FINANCIAL GROUP, INC.

RIA
CRD#: 104214
PORTLAND, OR
Past

March 8, 2006 - June 29, 2007

MKG CAPITAL ADVISORS

RIA
CRD#: 130696
PORTLAND, OR
Past

August 31, 2005 - April 15, 2008

MKG FINANCIAL GROUP, INC.

BD
CRD#: 104214
PORTLAND, OR
Past

August 29, 2005 - December 31, 2005

MKG CAPITAL ADVISORS LTD.

RIA
CRD#: 130696
PORTLAND, OR
Past

February 24, 2004 - August 19, 2005

OSAIC FA, INC.

RIA
CRD#: 3978
PORTLAND, OR
Past

January 28, 2004 - August 19, 2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

January 28, 2004 - August 19, 2005

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PINNACLE WEALTH ADVISORS
BIRCH & JOSSI FINANCIAL ADVISORS | PINNACLE WEALTH ADVISORS, LLC | PINNACLE WEALTH ADVISORS, INC. | PINNACLE WEALTH ADVISORS | BIRCH AND MONTHEITH FINANCIAL GROUP, LLC | BIRCH AND MONTEITH, INC. | BIRCH AND MONTEITH | BIRCH AND JOSSI, INC. | BIRCH & JOSSI, INC. | BIRCH & JOSSI FINANCIAL ADVISORS, INC.

CRD#: 117517 / SEC#: 801-116763

RIA
Registered Investment Advisory firm - (6/7/2019 Approved)
Washington
Registered Investment Advisory firm - (6/11/2019 Terminated)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oregon
(3/11/2014)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/5/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 1/27/2004
General Securities Representative Examination

Current Firm

PW
PINNACLE WEALTH ADVISORS
BIRCH & JOSSI FINANCIAL ADVISORS | PINNACLE WEALTH ADVISORS, LLC | PINNACLE WEALTH ADVISORS, INC. | PINNACLE WEALTH ADVISORS | BIRCH AND MONTHEITH FINANCIAL GROUP, LLC | BIRCH AND MONTEITH, INC. | BIRCH AND MONTEITH | BIRCH AND JOSSI, INC. | BIRCH & JOSSI, INC. | BIRCH & JOSSI FINANCIAL ADVISORS, INC.

CRD#: 117517 / SEC#: 801-116763

RIA
Registered Investment Advisory firm - (6/7/2019 Approved)
Washington
Registered Investment Advisory firm - (6/11/2019 Terminated)
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Contact information

Main Address
9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015
Mailing Address
Phone number
(503) 654-5100
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PINNACLE WEALTH ADVISORS, LLC - FORM ADV 2A FIRM BROCHURE (10/16/2025)

Regulatory assets under management

Total Number of Accounts2,644
AUM (Assets Under Management)$ 461,414,534

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.

Company Information

PINNACLE WEALTH ADVISORS

CRD#: 117517Jacksonville, OR

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