BERT WAYNE ELLIS is an investment adviser representative (IAR) with state registration records since 2009, appearing at 4 firms. Currently registered with PINNACLE PORTFOLIO ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PINNACLE PORTFOLIO ADVISORS, LLC | 2017-03-24 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-12-14 | 2017-03-27 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2012-12-19 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2009-02-06 | 2009-06-01 | — |