Best Investors Account Sign in
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 2024-04-04
  • CA RA
    APPROVED
    Since 2025-01-01
  • NJ RA
    APPROVED
    Since 2024-04-04

Branch Locations

Irvine, CA • 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 2021-07-09
  • CA RA
    APPROVED
    Since 2025-01-01
  • NJ RA
    APPROVED
    Since 2021-07-09

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 05/2019 Present
Bdo, Usa Llp Woodbridge NJ 10/2015 04/2019
Pinnacle Associates, Ltd. New York NY 06/2023 12/2023
Pinnacle Associates, Ltd. New York NY 01/2024 Present
Designations

View on SEC IAPD

More in Irvine, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor