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5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-29 |
| IL | RA | APPROVED | 2026-01-14 |
| SC | RA | APPROVED | 2026-01-14 |
| TX | RA | APPROVED_RES | 2026-01-13 |
| NC | RA | APPROVED | 2026-01-09 |
| CA | RA | APPROVED | 2026-01-08 |
| MN | RA | APPROVED | 2026-01-08 |
| NJ | RA | APPROVED | 2026-01-08 |
| OH | RA | APPROVED | 2026-01-08 |
| WV | RA | APPROVED | 2026-01-08 |
| AR | RA | APPROVED | 2025-02-06 |
| GA | RA | APPROVED | 2024-07-15 |
| CO | RA | APPROVED | 2023-07-05 |
| PA | RA | APPROVED | 2023-02-10 |
| NY | RA | APPROVED | 2021-04-12 |
| FL | RA | APPROVED | 2016-11-08 |
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 | 11/2014 | Present |
Insurance company of America - Global Motor Sports Association, not investment related, 5000-1901 Yong St, Toronto ON M2N7E9, Professional Race car insurance, not employed but refer business to company for fees, 1 devoted in working hours, 1 outside of working hours. Started 9/1/2023 BRANDON KIDD RACING LLC/NOT INVESTMENT RELATED/ 4515 SPRUCE RIDGE DR MANLIUS, NY 13066/ NATURE OF BUSINESS: AUTO RACING/TITLE:DRIVER/NO HOURS DEVOTED DURING BUSINESS HOURS/5 HOURS PER MONTH DEVOTED AFTER BUSINESS HOURS ------------------------------------------------------------------------------ Gorsline Company/ Not investment related/ 2 Eagle Street Rochester NY 14608 / Nature of Business: Life Insurance Sales, Disability, Property & Causality / Hours devoted during business hours/ 1 hour a week. 10 hours a week after business hours. _____ Racing Driver Coach / Not Investment related / 162 New Wickham Drive, Penfield, NY 14526 / Nature of Business: Professional Racing Driver Coaching / Owner / 09/2021 / Hours are seasonally through May - September, 15 -30 during business hours, 20-40 hours outside of business hours / Driver and Coach _____________________________________ "Pinnacle Holding Company, LLC", Is Not Investment Related, "5845 Widewaters Pkwy , East Syracuse, NY, 13057, United States", Board Member,1/2/2025,5 hours per month,5 hours per month during trading hours, Commission Compensation,"$500 per meeting, 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-11 |
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