Best Investors
Account
Sign in
Best Investors
Account
Sign in
5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-10 |
| CT | RA | APPROVED | 2026-05-29 |
| CO | RA | APPROVED | 2025-04-09 |
| NJ | RA | APPROVED | 2025-02-19 |
| SC | RA | APPROVED | 2025-01-21 |
| FL | RA | APPROVED | 2025-01-16 |
| GA | RA | APPROVED | 2025-01-16 |
| TX | RA | APPROVED_RES | 2025-01-16 |
| UT | RA | APPROVED | 2025-01-15 |
| NY | RA | APPROVED | 2021-04-12 |
Branch Locations
5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Latham | NY | 12/2010 | 07/2019 |
| Pinnacle Investments, Llc | Syracuse | NY | 07/2019 | Present |
"Pinnacle Holding Company, LLC", Is Not Investment Related, "5845 Widewaters Pkwy, , East Syracuse, NY, 13057, United States" Board Member, 1/2/2025, 5 hours per month,5 hours per month during trading hours, Compensation,"$500 per meeting, the frequency being two or more times per calendar year. Function as a member of the board to aid with decision making and company direction."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-25 |
Reach out to this advisor