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5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-25 |
| WA | RA | APPROVED | 2026-03-18 |
| FL | RA | APPROVED | 2026-03-11 |
| MD | RA | APPROVED | 2026-03-10 |
| CO | RA | APPROVED | 2024-02-14 |
| CT | RA | APPROVED | 2024-02-07 |
| MA | RA | APPROVED | 2022-10-25 |
| AZ | RA | APPROVED | 2022-06-27 |
| NJ | RA | APPROVED | 2022-06-14 |
| CA | RA | APPROVED | 2022-06-13 |
| ME | RA | APPROVED | 2022-06-13 |
| PA | RA | APPROVED | 2022-06-13 |
| TX | RA | APPROVED | 2022-06-13 |
| NY | RA | APPROVED | 2021-04-12 |
| NC | RA | APPROVED | 2018-12-10 |
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 |
|---|---|---|---|---|
| Pinnacle Investments, Llc | Syracuse | NY | 11/2010 | Present |
PINNACLE ADVISORS/NYSA LIQUIDATING TRUST (FOMERLY NYSA SERIES TRUST) TITLE: CCO/VP/TREASURER INVESTMENT RELATED NATURE OF ENTITY'S BUSINESS: ADVISOR TO MUTUAL FUND START DATE: 03/2013 30 HRS, 20+ DURING BUSINESS HOURS. DUTIES: COMPLIANCE & FINANCIAL OVERSIGHT OF OPERATIONS OF ADVISOR & MUTUAL FUND. Insurance Company of America - Global Motor Sports Association Not investment related Professional race car insurance 5000-1901 Yonge Street, Toronto, ON No title / position Start date of 9/2023 No hours devoted to other business Team member is involved in this activity and any revenue is split among the team Gorsline Company Business is not investment-related 2 Eagle Street, Rochester NY 14608 Life, Disability, Property & Casualty Insurane No title with company Start date of 9/2023 No time devoted to other business during trading hours Team member receives commission for insurance sales and will credit rest of team the sales commission...each team member will receive a percentage. Ocean Properties & Vacation Rentals, Inc Not investment related Short Term Rental Property Co-Owner with wife Start Date: 10/2023 0 hours spent in and out of trading hours No duties required, wife will be handing relationship Receives Rental Income with wife "Pinnacle Holding Co., LLC" Not Investment Related "5845 Widewaters Parkway, Suite 300, East Syracuse, NY, 13057, United States" Board Member Start Date:1/3/2025 5 hours per month 5 hours per month during trading hours Other Compensation,"$500 per meeting, which 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."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-07 |
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