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5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-09 |
| WA | RA | APPROVED | 2026-06-09 |
Branch Locations
5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Rochester, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer Funds Distributor Inc | Rochester | NY | 03/2008 | Present |
| Invesco Distributors, Inc. | Houston | TX | 05/2019 | 09/2022 |
| Pinnacle Investments, Llc | East Syracuse | NY | 09/2022 | Present |
(1)GREGORY PARK CONDOMINIUM; NOT INVESTMENT RELATED; GREGORY PARK CONDOMINIUM, ROCHESTER, NEW YORK, 14620; RESIDENTIAL; CONDO BOARD MEMBER; START: 2/2019; 2HRS/MO, NOT DURING TRADING HOURS; ATTEND CONDO BOARD MEETINGS (2)JONATHAN FOX; NOT INVESTMENT RELATED; 2625 TERRA CEIA BAY BLVD, #502, PALMETTO, FLORIDA 34221; REAL ESTATE; HOMEOWNER; START: 03/2016; NONE; RENT SEASONALLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-09 |
| S66 | Uniform Combined State Law Examination | 1999-08-26 |
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