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Current Employers
Pinnacle Investments, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-11-12
MA RA APPROVED 2025-03-25
SC RA APPROVED 2025-01-30
FL RA APPROVED 2025-01-24
NC RA APPROVED 2025-01-24
NH RA APPROVED 2023-09-08
NY RA APPROVED 2021-04-12
  • NV RA
    APPROVED
    Since 2025-11-12
  • MA RA
    APPROVED
    Since 2025-03-25
  • SC RA
    APPROVED
    Since 2025-01-30
  • FL RA
    APPROVED
    Since 2025-01-24
  • NC RA
    APPROVED
    Since 2025-01-24
  • NH RA
    APPROVED
    Since 2023-09-08
  • NY RA
    APPROVED
    Since 2021-04-12

Branch Locations

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 02/2007 Present
Other Businesses

CONFIDENTIAL PALNNING TITLE: INVESTMENT ADVISOR Jamesville Grove Estates Homeowners Association, Investment Related, 4054 Flying Fish Lane, Jamesville NY 13078, Provides Maintenance, insurance and services for neighboring members, Treasurer, start date 2013, time devoted during trading hours: 1, time devoted outside business hours: 1, Provides accounting, pays bills and collects member dues. "Pinnacle Holding Company, LLC", Is Not Investment Related, "5845 Widewaters Pkwy, , East Syracuse, NY, 13057, United States", Board Member, 1/2/2025, 5 hours per month,5 hours per month during trading hours, Compensation,"$500 per meeting, the frequency being two or more times per calendar year. Function as a member of the board to aid with decision making and company direction."

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-13
  • S66 Uniform Combined State Law Examination
    2007-04-13

View on SEC IAPD

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