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5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-23 |
| MA | RA | APPROVED | 2025-03-25 |
| NJ | RA | APPROVED | 2025-01-15 |
| FL | RA | APPROVED | 2023-12-11 |
| MI | RA | APPROVED | 2023-12-10 |
| NC | RA | APPROVED | 2023-12-10 |
| VA | RA | APPROVED | 2023-12-10 |
| VT | RA | APPROVED | 2023-07-18 |
| TX | RA | APPROVED | 2022-09-30 |
| NY | RA | APPROVED | 2022-06-17 |
Branch Locations
5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
5500 Main Street Suite 205, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carrabba's Italian Grill | Fayetteville | NY | 06/2016 | 05/2017 |
| Carrabba's Italian Grill | Fayetteville | NY | 11/2017 | 11/2018 |
| Bank Of New York Mellon | East Syracuse | NY | 04/2017 | 08/2021 |
| Pinnacle Investment Llc | East Syracuse | NY | 09/2021 | Present |
George and Rebecca Barnes Foundation, Not Investment Related, 930 James Street, , Syracuse, NY, 13203, United States, Philanthropy, Board Member/Corporate Sponsorship Director, 10/20/2025, 2 hours per month, 0 hours per month during trading hours, No Compensation. Duties include participating on the Board of Directors for the Mansion on James (The George and Rebecca Barnes Foundation) to help pursue corporate sponsorships for the mansion and foundation. Bent Ear,Is Not Investment Related,"5845 WIDEWATERS PKWY, STE 300, EAST SYRACUSE, NY, 13057-3078, United States", IT Outsourcing and Cybersecurity, No position held at Bent Ear. I will be referring potential business to them,8/29/2024,5 hours per month,0 hours per month during trading hours, Commission Compensation, "I will be referring potential business to Bent Ear, as allowed within their referral program." Pinnacle Employee Services, Is Not Investment Related,"5824 Widewaters Pkwy., , East Syracuse, NY, 13057, United States", Referrals, "No position held, I will be referring potential business to PES",3/10/2026,0 hours per month,0 hours per month during trading hours, Fee Based Compensation, "Referral based fee, non recurring. Only compensated upon the signing of referred business."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-17 |
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