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Ronald Andrew York

Pinnacle Pension Consultants LLC

Needham, MA

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Current Employers
Pinnacle Pension Consultants Llc

1492 Highland Ave. Suite 9, Needham, MA 02492 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-04-11
MA RA APPROVED 2005-02-18
  • TX RA
    APPROVED_RES
    Since 2022-04-11
  • MA RA
    APPROVED
    Since 2005-02-18

Branch Locations

1492 Highland Avenue Suite 9, Needham, MA 02492 • 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 Pension Consultants Llc Needham MA 10/2004 Present
M Holdings Securities Inc. Needham MA 10/2010 05/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-12-27
S63 Uniform Securities Agent State Law Examination 1990-09-14
  • S65 Uniform Investment Adviser Law Examination
    2004-12-27
  • S63 Uniform Securities Agent State Law Examination
    1990-09-14

View on SEC IAPD

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Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
PARK AVENUE SECURITIES LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA

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