Daniel Belica has been an investment adviser representative at Pinnacle Wealth Advisors since February 2026, and is not listed among the firm’s executive officers or direct owners. Daniel Belica holds a Bachelor of Science in Biology from Colgate University.
Pinnacle Wealth Advisors, LLC is a Clackamas, OR firm with $550M under management, 832 clients and 14 advisers across 6 offices, as of its July 2026 filing.
Dan Belica is an investment adviser representative of Pinnacle Wealth Advisors. Before joining the firm he was a Managing Director at IMS Capital Management, where he developed and maintained client relationships. His experience includes 22 years as a member of the Chicago Board of Trade.
Daniel Belica’s longest registration was 12 years at Ims Capital Management (2014–2026). Before joining Pinnacle Wealth Advisors in 2026, Daniel Belica was registered through Ims Capital Management and Amerivest Investment Management, LLC.
- Pinnacle Wealth AdvisorsCurrent– present · under a yearJacksonville, OR · Adviser representative · Firm CRD 117517
- Ims Capital Management– · 12 yearsJacksonville, OR · Adviser representative · Firm CRD 105939
- Amerivest Investment Management, LLC– · 5 yearsPortland, OR · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · 5 yearsPortland, OR · Adviser representative · Firm CRD 7870
- MKG Capital Advisors– · under a yearPortland, OR · Adviser representative · Firm CRD 104214
- MKG Capital Advisors– · 1 yearPortland, OR · Adviser representative · Firm CRD 130696
- MKG Capital Advisors LTD.– · under a yearPortland, OR · Adviser representative · Firm CRD 130696
- Lincoln Financial Advisors Corporation– · 1 yearPortland, OR · Adviser representative · Firm CRD 3978
Investment adviser representative registrations
Daniel Belica is registered as an investment adviser representative in Oregon, since February 2026.
- OregonSince 9 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 5 February 2004 |
| Series 7 | General Securities Representative Examination | 27 January 2004 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel Allan Belica
- CRD
- 502448
- Firm
- Pinnacle Wealth Advisors · CRD 117517
- Office
- Jacksonville, OR
- Registration
- Investment adviser registration
- In the industry since
- February 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thinkpinnacle.com
Where does Daniel Belica work?
Daniel Belica is an investment adviser representative registered through Pinnacle Wealth Advisors, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Belica a financial advisor?
Yes. Daniel Belica has a current investment-adviser registration in Oregon, through Pinnacle Wealth Advisors since February 2026.
How many years of experience does Daniel Belica have?
Daniel Belica has 21 years in the financial industry, since February 2005, across 7 adviser firms.
What exams has Daniel Belica passed?
Daniel Belica has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2004.
Where did Daniel Belica work before Pinnacle Wealth Advisors?
Before Pinnacle Wealth Advisors, Daniel Belica was registered through Amerivest Investment Management, LLC, May 2008 to February 2014; TD Ameritrade, Inc., May 2008 to February 2014; MKG Capital Advisors, March 2008 to April 2008; MKG Capital Advisors, March 2006 to June 2007; MKG Capital Advisors LTD., August 2005 to December 2005; Lincoln Financial Advisors Corporation, February 2004 to August 2005.
Where is Daniel Belica based?
Daniel Belica’s registered office is in Jacksonville, OR.
Is Daniel Belica registered with FINRA?
No. Daniel Belica has no current broker registration.
How can I verify Daniel Belica’s record?
Search CRD 502448 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Belica’s full registration record.
