Howard S Goldson

Current Employers

Pinnacle Wealth Strategies, Llc

292 Washington Ave Ext Suite 106, Albany, NY 12203 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-16

NY RA
APPROVED

Since 2021-08-16

Branch Locations

292 Washington Ave Ext Suite 106, Albany, NY 12203 • United States

Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-09
TX	RA	APPROVED_RES	2021-03-16

NY RA
APPROVED

Since 2021-08-09
TX RA
APPROVED_RES

Since 2021-03-16

Branch Locations

Yorkville, IL • United States

292 Washington Ave Ext Ste 106, Albany, NY 12203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pinnacle Wealth Strategies, Llc	Albany	NY	10/2002	Present
Ssn Advisory Inc	Albany	NY	01/2010	Present
Gwn Securities, Inc	Palm Beach Gardens	FL	08/2011	Present
Latitude Advisors, Llc	Vero Beach	FL	08/2011	Present

10/2002 → Present

Pinnacle Wealth Strategies, Llc

Albany, NY
01/2010 → Present

Ssn Advisory Inc

Albany, NY
08/2011 → Present

Gwn Securities, Inc

Palm Beach Gardens, FL
08/2011 → Present

Latitude Advisors, Llc

Vero Beach, FL

Previous Registrations

2010-01-05 → 2011-08-15

Ssn Advisory, Inc.

West Coxsackie, NY
2004-09-24 → 2009-12-31

Medallion Advisory Services, Llc

West Coxsackie, NY
2004-01-07 → 2004-09-29

Centaurus Financial, Inc.

West Corksackie, NY
2002-07-02 → 2002-11-18

Equitable Advisors, Llc

West Coxsackie, NY

Other Businesses

1. 10/2002 TO PRESENT - PINNACLE WEALTH STRATEGIES, LLC 1209 RT.9W, WEST COXSACKIE, NY 12192, 518-731-7720; TITLE-MANAGING DIRECTOR; DUTIES-PRINCIPAL/FINANCIAL PLANNING; TIME SPENT-10%; COMPENSATED BY FEES/FINANCIAL PLANNING 2. LATITUDE ADVISORS, LLC; NY; IA REP; INVESTMENT ADVISORY SERVICES; TIME SPENT 30%; COMPENSATED BY FEES 3. INDEPENDENT INSURANCE AGENT; NY; INSURANCE AGENT; FIXED INSURANCE SALES; TIME SPENT 5%; COMPENSATED BY COMMMISSIONS INSURANCE AGENT POSITION: SELF NATURE: LIFE INSURANCE AND ANNUITIES INVESTMENT RELATED: YES NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 1 START DATE: 10/04/2000 ADDRESS: 12079 RT 9W, WEST COXSACKIE NY 12192 DESCRIPTION: INDEPENDENT LICENSED INSURANCE AGENT IN NY, CT AND OK

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-12-19

S66 Uniform Combined State Law Examination

2000-12-19

Other Names

Howard Steven Goldberg

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