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5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-21 |
| MN | RA | APPROVED | 2025-09-30 |
| FL | RA | APPROVED | 2025-04-25 |
| VA | RA | APPROVED | 2025-01-16 |
| TX | RA | APPROVED_RES | 2024-09-24 |
| SC | RA | APPROVED | 2023-05-26 |
| NY | RA | APPROVED | 2021-04-12 |
Branch Locations
5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Jamesville, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Syracuse | NY | 12/2012 | 09/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2016 |
| Jpmorgan Securities Llc | Liverpool | NY | 09/2016 | 12/2017 |
| Axa Advisors | New York | NY | 01/2018 | 04/2018 |
| Pinnacle Investments, Llc | Syracuse | NY | 05/2018 | Present |
CONFIDENTIAL PLANNING CORPORATION, FOR PROFIT. SALES REP, DUTIES INCLUDE ENROLL & EDUCATE PARTICIPANTS IN 403B PLANS. 3 HRS PER MONTH DURING BUSINESS HRS, 3 HRS PER MONTH AFTER BUSINESS HRS. TFS BJJ LLC, Non-Investment related, Kickboxing Coach, ) hours during business hours, 20 hours outside of business hours. Fixed Life Insurance, Life insurance sales, non- investment related, 2 hours a month during market hours, Annual compensation unknown.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-13 |
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