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5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-05 |
| CA | RA | APPROVED | 2026-07-30 |
| DE | RA | APPROVED | 2025-12-02 |
| NJ | RA | APPROVED | 2025-01-08 |
| OH | RA | APPROVED | 2024-12-04 |
| VA | RA | APPROVED | 2024-07-18 |
| FL | RA | APPROVED | 2023-12-22 |
| NY | RA | APPROVED | 2021-07-07 |
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 |
|---|---|---|---|---|
| Hedley & Company, Pllc | Clifton Park | NY | 12/2015 | 10/2018 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 11/2015 | 11/2018 |
| Hedley Kobylar Wealth Management Group | Clifton Park | NY | 12/2015 | 10/2018 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2016 | 11/2018 |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 12/2018 | 06/2021 |
| Cambridge Investment Research Inc. | Fairfield | IA | 12/2018 | 06/2021 |
| Pinnacle Investments, Llc | East Syracuse | NY | 07/2021 | Present |
Kimber Tax Services LLC, not investment related, 424 Cleveland Blvd, Fayetteville, NY 13066, Income Tax Return Preparation, Owner and tax return preparer, start date 01/01/2023, 0 hours devoted during trading hours, 30 hours outside of trading hours expected Confidential Planning, a division of Pinnacle Capital Management, 5845 Widewaters Pkwy, East Syracuse, NY 13057, Financial advisor working with educators, employees of schools, hospitals and non for profits(501c) organizations. CNY Arts, Not Investment Related, "335 Montgomery St., 1st Floor, Syracuse, NY, 13202, United States", Review CNY Arts Finances including Balance Sheet and Profit & Loss. ,Finance Committee Member,7/1/2022,3 hours per month,0 hours per month during trading hours, No Compensation , "Review and discuss the finances of the organization including balance sheet, profit and loss, grants, and other accounting topics relating to the organization."
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-09-14 |
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