Best Investors
Account
Sign in
Best Investors
Account
Sign in
5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-19 |
| NY | RA | APPROVED | 2021-04-12 |
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 |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Berkeley Heights | NJ | 01/2014 | 11/2018 |
| Valic Financial Advisors, Inc. | Berkeley Heights | NY | 11/2018 | 07/2019 |
| Pinnacle Investments, Llc | Syracuse | NY | 07/2019 | 11/2024 |
| Pinnacle Investments, Llc | East Syracuse | NY | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-06 |
Reach out to this advisor