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5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-09 |
| IL | RA | APPROVED | 2025-01-28 |
| NC | RA | APPROVED | 2025-01-24 |
| IN | RA | APPROVED | 2025-01-23 |
| MA | RA | APPROVED | 2023-07-14 |
| NV | RA | APPROVED | 2023-07-03 |
| KS | RA | APPROVED | 2023-06-27 |
| FL | RA | APPROVED | 2021-04-22 |
| GA | RA | APPROVED | 2021-04-22 |
| ME | RA | APPROVED | 2021-04-22 |
| TX | RA | APPROVED_RES | 2021-04-22 |
| VA | RA | APPROVED | 2021-04-22 |
| NJ | RA | APPROVED | 2021-04-21 |
| NY | RA | APPROVED | 2021-04-12 |
Branch Locations
6320 Fly Rd Suite 102, East Syracuse, NY 13057 • United States
5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | East Syracuse | NY | 12/2012 | 03/2021 |
| Private Advisor Group, Llc | East Syracuse | NY | 12/2012 | 03/2021 |
| Pinnacle Investments, Llc | Syracuse | NY | 03/2021 | Present |
Bishop Grimes Jr/Sr High School, Is Not Investment Related,"6653 Kirkville Rd, , East Syracuse, NY, 13057, United States", Secondary education,Treasurer,2014-05-01,4 hours per month,0 hours per month during trading hours, No Compensation, Treasurer for BOD 12/14/2012 - Choice Point Advisors - DBA established for marketing and expense purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-06 |
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