Best Investors Account Sign in
Current Employers
Pinnacle Investments, Llc

5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-06-24
CA RA APPROVED 2026-02-17
MO RA APPROVED 2026-02-17
PA RA APPROVED 2023-02-10
FL RA APPROVED 2023-01-06
NY RA APPROVED 2021-09-30
  • VA RA
    APPROVED
    Since 2026-06-24
  • CA RA
    APPROVED
    Since 2026-02-17
  • MO RA
    APPROVED
    Since 2026-02-17
  • PA RA
    APPROVED
    Since 2023-02-10
  • FL RA
    APPROVED
    Since 2023-01-06
  • NY RA
    APPROVED
    Since 2021-09-30

Branch Locations

5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • 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
Pinnacle Investments, Llc Syracuse NY 06/2018 08/2019
Anchorage Capital New York NY 08/2016 06/2018
Citigroup New York NY 08/2019 08/2020
Effective Spend Austin TX 08/2020 09/2021
Pinnacle Investments, Llc East Syracuse NY 09/2021 Present
  • 06/2018 → 08/2019
    Syracuse, NY
  • 08/2016 → 06/2018
    Anchorage Capital
    New York, NY
  • 08/2019 → 08/2020
    Citigroup
    New York, NY
  • 08/2020 → 09/2021
    Effective Spend
    Austin, TX
  • 09/2021 → Present
    East Syracuse, NY
Previous Registrations
Other Businesses

Insurance Company of America - Global Motor Sports Association Not Investment related 5000-1901 Yong St, Toronto On M2N7E9, Canada Professional Race Car Insurance No Position or direct relationship, on a team with a member who receives referral fees that are paid to the team Start 09/01/2023 0 Hours spent on business ____________________________________________________ Gorsline Company Not Investment Related 2 Eagle Street, Rochester, NY 14608 Insurance Sales No direct position/relationship, member of a team where a team member pays a portion of referral fees to the team. Start 03/01/2023 0 hours spent on this activity ________________________________________________________ Bent Ear Technology, Is Not Investment Related, "5845 Widewaters Pkwy, Ste. 300, East Syracuse, NY, 13057, United States", IT Solutions, Referrer, 8/1/2024, 1 hours per month, 1 hours per month during trading hours, Commission Compensation, Refer business to Bent Ear Technology for a payout fee.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-16
  • S66 Uniform Combined State Law Examination
    2018-11-16
Other Names
  • Carly Kidd

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in East Syracuse, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor