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
| Title | Managing Partner/Chief Compliance Officer |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 1996 |
Oak Creek Private Wealth Management LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
Native American Fund Advisors LLC
| Title | Managing Partner//Chief Compliance Officer |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 1996 |