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5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-26 |
| MA | RA | APPROVED | 2025-03-25 |
| NJ | RA | APPROVED | 2025-01-16 |
| VT | RA | APPROVED | 2025-01-16 |
| VA | RA | APPROVED | 2024-01-30 |
| MI | RA | APPROVED | 2023-12-12 |
| NC | RA | APPROVED | 2023-12-12 |
| FL | RA | APPROVED | 2023-12-11 |
| TX | RA | APPROVED_RES | 2022-09-30 |
| NY | RA | APPROVED | 2021-04-12 |
Branch Locations
5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
5500 Main Street Suite 205, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Fayetteville | NY | 05/2012 | 10/2018 |
| Bank Of America, N.A. | Fayetteville | NY | 12/2012 | 10/2018 |
| Pruco Securities, Llc | Dewitt | NY | 10/2018 | 01/2020 |
| Pinnacle Investments, Llc | Syracuse | NY | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-19 |
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