Paul William Carmichael

Current Employers

The Pinnacle Financial Group

9 South Long Beach Road, Rockville Centre, NY 11570 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-26

NY RA
APPROVED

Since 2021-08-26

Branch Locations

175 Broad Hollow Rd Ste 160, Melville, NY 11747 • 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
United Benefit Pension Inc.	Westbury	NY	01/2003	Present
Lpl Financial, Llc	Melville	NY	05/2015	Present
The Pinnacle Financial Group	Melville	NY	06/2015	Present

01/2003 → Present

United Benefit Pension Inc.

Westbury, NY
05/2015 → Present

Lpl Financial, Llc

Melville, NY
06/2015 → Present

The Pinnacle Financial Group

Melville, NY

Other Businesses

1. 05/04/2015 - THE PINNACLE FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Time Spent 50%. 2. 06/03/2015 - THE PINNACLE FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR HYBRID - IAR - 50% TIME SPENT. 3. 05/02/2024 - North Fork Wealth Management - DBA for LPL Business (entity for LPL business) - Inv. Related - 175 Broadhollow Rd. Suite 160 Melville, NY 11747 Start Date: 04/01/2024 - 120hrs/mth 4. 10/29/2025- United Benefit Pensions Inc., a Strongpoint Partner- Third Party Administrator (TPA)- INV Related- At Reported Business Location(s)- Start date 12/01/2017- 80 Hours Per Month- 4 Hours During Trading

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1997-07-07

S63 Uniform Securities Agent State Law Examination

1997-07-07

Other Names

Paul W Carmichael
Paul Carmichael

View on SEC IAPD