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5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-05 |
| AL | RA | APPROVED | 2025-01-02 |
| NY | RA | APPROVED | 2025-01-02 |
| FL | RA | APPROVED | 2021-09-20 |
Branch Locations
West Palm Beach, FL • United States
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Palm Beach Gardens | FL | 01/2011 | 09/2021 |
| Pinnacle Investments, Llc | Palm Beach Gardens | FL | 09/2021 | Present |
Outside Employment; Place of Hope Ministry; Foster Child Mentor; West Palm Beach, FL 33418; Not Investment Related; October 2019; 0-9 hours per month; 0 during trading hours/ Author of memoir "Gentile Journey" about Christian Faith; Author of book on Christian Faith; Palm Beach Gardens, FL 33418; Not Investment Related; July 2021; 0-9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-06-09 |
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