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Gregory Clifford Lewis

Pinnacle Pension Consultants LLC

Needham, MA

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Current Employers
Pinnacle Pension Consultants Llc

1492 Highland Ave. Suite 9, Needham, MA 02492 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2008-01-25
  • MA RA
    APPROVED
    Since 2008-01-25

Branch Locations

1492 Highland Ave. Suite 9, Needham, MA 02492 • 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 Financial Needham MA 11/2006 Present
M Holdings Securities Inc. Portland OR 10/2010 Present
Pinnacle Financial Group, Inc. Southborough MA 10/2010 Present
  • 11/2006 → Present
    Pinnacle Financial
    Needham, MA
  • 10/2010 → Present
    M Holdings Securities Inc.
    Portland, OR
  • 10/2010 → Present
    Pinnacle Financial Group, Inc.
    Southborough, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-01-23
S63 Uniform Securities Agent State Law Examination 2005-08-23
  • S65 Uniform Investment Adviser Law Examination
    2008-01-23
  • S63 Uniform Securities Agent State Law Examination
    2005-08-23

View on SEC IAPD

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Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
PARK AVENUE SECURITIES LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA

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