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Timothy Mahoney Archard

The Pinnacle Financial Group

Rockville Centre, NY

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Current Employers
The Pinnacle Financial Group

9 South Long Beach Road, Rockville Centre, NY 11570 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-12-27
  • NY RA
    APPROVED
    Since 2024-12-27

Branch Locations

9 South Long Beach Road, Rockville Centre, NY 11570 • 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
American Funds Indianapolis IN 09/2017 02/2018
Capital Group Companies Indianapolis IN 07/2015 09/2017
American Funds Indianapolis IN 02/2018 04/2020
American Funds Indianapolis IN 04/2020 10/2020
Nfp Retirement, Inc. Aliso Viejo CA 01/2021 Present
  • 09/2017 → 02/2018
    American Funds
    Indianapolis, IN
  • 07/2015 → 09/2017
    Capital Group Companies
    Indianapolis, IN
  • 02/2018 → 04/2020
    American Funds
    Indianapolis, IN
  • 04/2020 → 10/2020
    American Funds
    Indianapolis, IN
  • 01/2021 → Present
    Nfp Retirement, Inc.
    Aliso Viejo, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-08-26
S65 Uniform Investment Adviser Law Examination 2021-09-28
  • S63 Uniform Securities Agent State Law Examination
    2024-08-26
  • S65 Uniform Investment Adviser Law Examination
    2021-09-28
Designations
Other Names
  • Timothy Archard

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CITIGROUP GLOBAL MARKETS INC.
BAYRIDGE FINANCIAL GROUP, INC.
CITIZENS SECURITIES, INC.
KESTRA ADVISORY SERVICES, LLC
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

BLAKE HUNLEY SPENCER
THOMAS MUSTO
JOSEPH DONALD ESPOSITO
LEONARD FRANCIS MARZIGLIANO
CHRISTOPHER CORNETT
RICHARD CHARLES LAHN
FALGUN JARIWALA
RENEE DANIELLE WILLETT

Other Offices

LPL FINANCIAL LLC · ROCKVILLE CENTRE, NY
ALLSTATE FINANCIAL ADVISORS, LLC · Oceanside, NY
CITIGROUP GLOBAL MARKETS INC. · ROCKVILLE CENTRE, NY
BAYRIDGE FINANCIAL GROUP, INC. · ROCKVILLE CENTRE, NY
CITIZENS SECURITIES, INC. · ROCKVILLE CENTRE, NY
KESTRA ADVISORY SERVICES, LLC · ROCKVILLE CENTRE, NY
PFS INVESTMENTS INC. · ROCKVILLE CENTRE, NY
AMERIPRISE FINANCIAL SERVICES, LLC · ROCKVILLE CENTER, NY

More in Rockville Centre, NY

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