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Current Employers
Pinnacle Investments, Llc

5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • PA RA
    APPROVED
    Since 2026-08-05
  • CA RA
    APPROVED
    Since 2026-07-30
  • DE RA
    APPROVED
    Since 2025-12-02
  • NJ RA
    APPROVED
    Since 2025-01-08
  • OH RA
    APPROVED
    Since 2024-12-04
  • VA RA
    APPROVED
    Since 2024-07-18
  • FL RA
    APPROVED
    Since 2023-12-22
  • NY RA
    APPROVED
    Since 2021-07-07

Branch Locations

5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2015 → 10/2018
    Hedley & Company, Pllc
    Clifton Park, NY
  • 11/2015 → 11/2018
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 12/2015 → 10/2018
    Hedley Kobylar Wealth Management Group
    Clifton Park, NY
  • 09/2016 → 11/2018
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 12/2018 → 06/2021
    Fairfield, IA
  • 12/2018 → 06/2021
    Cambridge Investment Research Inc.
    Fairfield, IA
  • 07/2021 → Present
    East Syracuse, NY
Previous Registrations
Other Businesses

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."

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-09-14
  • S63 Uniform Securities Agent State Law Examination
    2016-09-14
Designations

View on SEC IAPD

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