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Current Employers
Pinnacle Investments, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-12
  • NY RA
    APPROVED
    Since 2021-04-12

Branch Locations

Port St Joe, FL • 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
Pinnacle Investments, Llc Syracuse NY 07/2009 Present
Other Businesses

JK2 Properties, LLC / Not Investment Related/ 602 17th St, Port St Joe, FL 32456, Limited Liability Company in Florida. The LLC owns 2 rental properties and rents them on a long term basis, Managing Director, Start Date: 05/01/2021, 0 hours spent during trading hours, 5-7 depending on repairs needed, provides property management/repairs.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-21
S63 Uniform Securities Agent State Law Examination 1998-10-09
  • S65 Uniform Investment Adviser Law Examination
    2013-03-21
  • S63 Uniform Securities Agent State Law Examination
    1998-10-09
Other Names
  • James Mcquiggan

View on SEC IAPD

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