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Current Employers
Pinnacle Investments, Llc

5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-12-20
  • PA RA
    APPROVED
    Since 2020-12-20

Branch Locations

Kittanning, PA • United States

5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • 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
OrganizationCityStateFromTo
Essex Securities Llc Danvers MA 01/2010 Present
Global Investment Advisors, Llc Danvers MA 01/2010 Present
Pinnacle Investments, Llc Mansfield MA 06/2019 Present
  • 01/2010 → Present
    Essex Securities Llc
    Danvers, MA
  • 01/2010 → Present
    Global Investment Advisors, Llc
    Danvers, MA
  • 06/2019 → Present
    Mansfield, MA
Previous Registrations
  • 2010-01-01 → 2019-12-31
    Global Investment Advisors, Llc
    Miami Beach, FL
  • 2005-01-12 → 2010-01-01
    Investors Capital Corp.
    Kittaning, PA
    Kittanning, PA
    Bridgeville, PA
  • 2004-04-15 → 2004-12-31
    Eastern Point Advisors Inc.
Other Businesses

INSURANCE SALES 123 RED MIL RD KITTANNING PA 16201- BEGUN 1997 AS AN INDEPENDENT INSURAMCE AGENT, HRS DEPENDS ON APPTS & O DURING TRADING. STANLEY'S BAR & GRILLE - Manager/BARTENDER/COOK 507 4TH AVENUE FORD CITY PA 16226 - BEGUN 2000, APPROX 64-80 HRS DURING THE MOTH & 20 HRS A MTH DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-04-14
S63 Uniform Securities Agent State Law Examination 1999-04-16
  • S65 Uniform Investment Adviser Law Examination
    2004-04-14
  • S63 Uniform Securities Agent State Law Examination
    1999-04-16

View on SEC IAPD

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