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5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-16 |
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