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David Monroe Poarch

Managing Partner/Chief Compliance OfficerPinnacle Holdings, LLCCRD 1572445

About David Monroe Poarch

David Monroe Poarch is listed as Managing Partner/Chief Compliance Officer at Pinnacle Holdings, LLC in Tulsa, OK. Form ADV reports a beneficial ownership band of 10-25%. David Monroe Poarch is associated with 3 registered advisers.

Reported ownership

Owns 10-25% of Pinnacle Holdings, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Monroe Poarch work?

David Monroe Poarch is listed as Managing Partner/Chief Compliance Officer at Pinnacle Holdings, LLC on SEC Form ADV.

How much of Pinnacle Holdings, LLC does David Monroe Poarch own?

Form ADV reports a beneficial ownership band of 10-25%.

Pinnacle Holdings, LLC

TitleManaging Partner/Chief Compliance Officer
Ownership10-25%
Control personYes
Since1996
View Pinnacle Holdings, LLC →

Oak Creek Private Wealth Management LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023
View Oak Creek Private Wealth Management LLC →

Native American Fund Advisors LLC

TitleManaging Partner//Chief Compliance Officer
Ownership10-25%
Control personYes
Since1996
View Native American Fund Advisors LLC →