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9 South Long Beach Road, Rockville Centre, NY 11570 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-03-20 |
Branch Locations
9 South Long Beach Road, Rockville Centre, NY 11570 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Uniondale | NY | 12/2009 | 01/2023 |
| Lpl Financial Llc | Rockville Centre | NY | 01/2023 | Present |
| The Pinnacle Financial Group | Rockville Centre | NY | 01/2023 | Present |
1) 11/04/2022 - The Pinnacle Financial Group - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION(S) 2) 11/04/2022 - Real Estate Rental - 1) Leonard Marzigliano 50% owner with Lori Marzigliano 50% (Spouse) 2) 130 Alder Drive, Kings Park, NY 11754 - INV REL 3) 3/29/2023 - The Pinnacle Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - 160 Hours Per Month - I provide investment advisory services through The Pinnacle Financial Group, an independent investment advisor firm. I started this business activity in 03/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-30 |
| S66 | Uniform Combined State Law Examination | 2004-03-24 |
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