William Joseph Cunningham

Current Employers

Employment History

• 12/2014 → 01/2017
  Fidelity Brokerage Services Llc
  Sarasota, FL
• 02/2017 → 09/2017
  Hancock/Whitney Investment Services, Inc.
  Bradenton, FL
• 02/2017 → 09/2017
  Hancock/Whitney Bank
  Bradenton, FL
• 01/2017 → 02/2017
  Unemployed
  Sarasota, FL
• 10/2017 → 12/2018
  Payne Nickles & Company
  Norwalk, OH
• 10/2017 → 06/2019
  1St Global Capital Corp.
  Colorado Springs, CO
• 12/2018 → 02/2019
  William Joseph Cunningham
  Norwalk, OH
• 02/2019 → 04/2019
  I.M. Wealth Care, Llc
  Colorado Springs, CO
• 06/2019 → 05/2024
  Pinnacle Wealth Planning Services
  Columbus, OH
• 05/2024 → Present
  Pinnacle Advisors
  Bradenton, FL

Previous Registrations

• 2017-10-03 → 2019-06-05
  1St Global Advisors Inc
  Sandusky, OH
  Norwalk, OH
  Colorado Springs, CO
  Norwalk, OH
  Norwalk, OH
• 2017-02-16 → 2017-10-04
  Hancock Whitney Investment Services Inc.
  Bradenton, FL
  New Orleans, LA
  Sarasota, FL
• 2015-02-25 → 2016-10-07
  Strategic Advisers Llc
  Sarasota, FL
• 2010-01-11 → 2014-12-15
  Eagle Strategies Llc
  Columbia, SC
  Jacksonville, FL

Other Businesses

1. U.S. ROWING POSITION: Judge/Referee NATURE: I officiate/referee competitive sport of rowing, fostering community excellence in rowing and development of future Olympic champions. INVESTMENT RELATED: No START DATE: 05/01/1985 ADDRESS: 2 Wall Street,, Princeton NJ 08540, United States DESCRIPTION: As a referee, I am responsible for the safety and fairness to all and of all competing rowing athletes.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-29
• S63 Uniform Securities Agent State Law Examination
  2006-10-16
• S65 Uniform Investment Adviser Law Examination
  1994-09-02

Designations

Other Names

• Bill Cunningham
• Billy Cunningham
• William Joseph Cunningham
• William Joseph Cunningham