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Current Employers
Pinnacle Associates, Ltd.

286 Madison Avenue 20Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
NJ RA APPROVED 2024-07-03
  • CA RA
    APPROVED
    Since 2025-01-01
  • NJ RA
    APPROVED
    Since 2024-07-03

Branch Locations

47 Reckless Place, Red Bank, NJ 07701 • United States

286 Madison Avenue 20Th Floor, New York, NY 10017 • United States

Withum Wealth Management

47 Reckless Place, Red Bank, NJ 07701 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
NJ RA APPROVED 2020-07-17
  • CA RA
    APPROVED
    Since 2025-01-01
  • NJ RA
    APPROVED
    Since 2020-07-17

Branch Locations

47 Reckless Place, Red Bank, NJ 07701 • United States

100 Spectrum Center Dr Suite 1000, Irvine, CA 92618 • 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
Withum Wealth Management Red Bank NJ 04/2018 Present
Bdo, Usa Woodbridge NJ 10/2016 04/2018
Pinnacle Associates, Ltd New York NY 01/2024 Present
Pinnacle Associates, Ltd New York NY 09/2019 12/2023
Designations

View on SEC IAPD

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