John Paul Harmatuk

Current Employers

Employment History

• 08/2020 → 06/2023
  Pinnacle Investments, Llc
  Syracuse, NY
• 07/2018 → 06/2020
  Passive Capital Management, Llc
  205 S. Salina St, #403, NY
• 02/2018 → 07/2018
  Community Bank, N.A.
  Syracuse, NY
• 01/2015 → 02/2018
  Dermody Burke & Brown, Cpas
  Syracuse, NY
• 03/2023 → Present
  Decisional Wealth Advisors Llc
  Rochester, NY
• 05/2024 → Present
  Voya Financial Advisors
  Manlius, NY

Previous Registrations

• 2023-06-16 → 2024-07-05
  Decisional Wealth Advisors Llc
  Rochester, NY
• 2020-08-05 → 2023-06-16
  Pinnacle Investments, Llc
  East Syracuse, NY
  Fayetteville, NY
  Eagan, MN

Other Businesses

UNITED HEALTHCARE POSITION: Captive Sales Agent NATURE: fixed insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/02/2024 ADDRESS: 4500 Pewter Lane, Building 5, Manlius NY 13104, United States DESCRIPTION: Sell medicare advantage plans, enroll new participants DECISIONAL TAX SERVICES, LLCC POSITION: Co-founder/member NATURE: Tax preparation business. Prepare and e-file client's tax returns for them. INVESTMENT RELATED: No NUMBER OF HOURS: 14 SECURITIES TRADING HOURS: 0 START DATE: 04/02/2024 ADDRESS: 4500 Pewter Lane, Building 5, Manlius NY 13104, United States DESCRIPTION: business owner - tax preparer FRONT ROYAL CIRCLE, LLC POSITION: co-owner, member NATURE: LLC that employs our children's babysitter. The LLC protects myself and family from unlimited financial liability. Runs bi-weekly payroll, has payout bank account. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/02/2024 ADDRESS: 708 Front Royal Circle, Fayetteville NY 13066, United States DESCRIPTION: Run bi-weekly payroll for one employee. TRAVERSE WEALTH MGT, LLC POSITION: Owner/Member NATURE: Owner. LLC and business bank account that my RIA paid rent out of for legal liability. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/02/2024 ADDRESS: 708 Front Royal Circle, Fayetteville NY 13066, United States DESCRIPTION: Owner. LLC and business bank account that my RIA paid rent out of for legal liability. FIXED INSURANCE POSITION: Independent Insurance Agent NATURE: Market life and health ins products INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/06/2024 ADDRESS: 4500 Pewter Lane, Building 5, Manlius NY 13104, United States DESCRIPTION: Market life and health ins products

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-03-08
• S65 Uniform Investment Adviser Law Examination
  2019-05-20

Designations

Other Names

• John Paul Harmatuk
• Jack Harmatuk
• John P Harmatuk