Joshua Gay has been an investment adviser representative at Pinnacle Wealth Advisors since October 2025, and is not listed among the firm’s executive officers or direct owners.
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.
Joshua Gay’s longest registration is the current one, 1 year at Pinnacle Wealth Advisors since 2025. Before joining Pinnacle Wealth Advisors in 2025, Joshua Gay was registered through MML Investors Services, LLC.
- Pinnacle Wealth AdvisorsCurrent– present · 1 yearClackamas, OR · Adviser representative · Firm CRD 117517
- MML Investors Services, LLC– · under a yearLake Oswego, OR · Adviser representative · Firm CRD 10409
Investment adviser representative registrations
Joshua Gay is registered as an investment adviser representative in 3 states. The first approvals date from October 2025; the most recent is Oregon, in December 2025.
- OregonSince 21 December 2025
- TexasSince 9 October 2025
- WashingtonSince 9 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 24 June 2025 |
| Series 7TO | General Securities Representative Examination | 28 May 2025 |
| SIE | Securities Industry Essentials Examination | 1 March 2025 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Joshua Robert Keith Gay
- CRD
- 8054721
- Firm
- Pinnacle Wealth Advisors · CRD 117517
- Office
- 9200 SE SUNNYBROOK BOULEVARD, SUITE 170, Clackamas, OR 97015
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Joshua Gay work?
Joshua Gay is an investment adviser representative registered through Pinnacle Wealth Advisors, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Gay a financial advisor?
Yes. Joshua Gay has a current investment-adviser registration in Oregon, Texas and Washington, through Pinnacle Wealth Advisors since October 2025.
How many years of experience does Joshua Gay have?
Joshua Gay has 1 year in the financial industry, since June 2025, across 2 adviser firms.
What exams has Joshua Gay passed?
Joshua Gay has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in March 2025.
Where did Joshua Gay work before Pinnacle Wealth Advisors?
Before Pinnacle Wealth Advisors, Joshua Gay was registered through MML Investors Services, LLC, July 2025 to October 2025.
Where is Joshua Gay based?
Joshua Gay’s registered office is in Clackamas, OR.
Is Joshua Gay registered with FINRA?
No. Joshua Gay has no current broker registration.
How can I verify Joshua Gay’s record?
Search CRD 8054721 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Gay’s full registration record.
