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5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-07-29 |
| CT | RA | APPROVED | 2024-12-20 |
| NY | RA | APPROVED | 2023-11-02 |
Branch Locations
5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | East Syracuse | NY | 09/2015 | 11/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | East Syracuse | NY | 09/2015 | 11/2023 |
| Pinnacle Investments, Llc | East Syracuse | NY | 11/2023 | Present |
Pinnacle Employee Services Not investment related 507 Plum St, Suite 120, Syracuse, NY 13204 Financial Advisor for the 401k Plan Benefit provided by PES State date 12/01/2023 Time devoted during trading hours, 5 hours or less, no time outside of trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-02 |
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