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5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-10 |
| CT | RA | APPROVED | 2026-05-13 |
| CO | RA | APPROVED | 2025-04-08 |
| NJ | RA | APPROVED | 2025-02-14 |
| UT | RA | APPROVED | 2025-01-21 |
| GA | RA | APPROVED | 2025-01-13 |
| NY | RA | APPROVED | 2023-11-06 |
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 |
|---|---|---|---|---|
| Onondaga County Health Department | Syracuse | NY | 11/2020 | 12/2021 |
| City Md | New York | NY | 11/2020 | 11/2020 |
| Unemployed | Manlius | NY | 09/2020 | 11/2020 |
| City University Of New York | New York | NY | 01/2020 | 08/2020 |
| Columbia University | New York | NY | 09/2018 | 01/2020 |
| Acumen Detection | Syracuse | NY | 07/2019 | 09/2019 |
| Physassist Scribes | Syracuse | NY | 06/2018 | 08/2018 |
| Dixon Valve | Chestertown | MD | 09/2017 | 05/2018 |
| Lehigh University | Bethlehem | PA | 08/2013 | 05/2017 |
| Lincoln Financial Distributors, Inc. | Radnor | PA | 08/2021 | 09/2022 |
| Unemployed | Manlius | NY | 06/2017 | 08/2017 |
| Pinnacle Investments, Llc | East Syracuse | NY | 07/2023 | Present |
| Lincoln Financial Distributors, Inc. | Radnor | PA | 09/2022 | 07/2023 |
PA Life Insurance, investment related, insurance agent for life and fixed annuities, variable life/variable annuities, accident and health, started 09/20/22 NY Life insurance, investment related, insurance agent for life, variable life/Variable Annuities, Accident and Health, started 09/13/2023 _____________________________________________ Manlius Pebble Hill School,Is Not Investment Related,"5300 Jamesville Rd, , Syracuse, NY, 13214, United States",Coaching, Assistant Coach, 3/16/2026, 50 hours per month,0 hours per month during trading hours,S alary Compensation, "Assistant Coach for the Manlius Pebble Hill Boys' Tennis Team. This is a part-time role supporting the head coach with the varsity and JV teams. Total compensation is salary of $2,000 for the season."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-14 |
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