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The Tekridge Center 50 Alberigi Drive, Suite 114, Jessup, PA 18434 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-05-08 |
| TX | RA | APPROVED_RES | 2015-02-11 |
| PA | RA | APPROVED | 2009-04-30 |
Branch Locations
The Tekridge Center 50 Alberigi Drive, Suite 114, Jessup, PA 18434 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clayton Perfilio, Ltd. | Scranton | PA | 09/2004 | 11/2020 |
| Integrated Capital Management, Inc. | Jessup | PA | 04/2009 | Present |
1) INVESTMENT ADVISORY SERVICES OFFERED THROUGH INTEGRATED CAPITAL MANAGEMENT, INC (ICM) (AN SEC-REGISTERED INVESTMENT ADVISER) AS AN INVESTMENT ADVISER REPRESENTATIVE; 2) FIXED INSURANCE PRODUCTS OFFERED AS AN INDEPENDENT INSURANCE AGENT; 3) PINNACLE CAPITAL, INC, PARTNER, 50 ALBERIGI DRIVE, SUITE 114, JESSUP, PA 18434, 1/2004-PRESENT, 5 HRS/MO (0 HRS DURING SECURITIES TRADING HRS), NOT INVESTMENT RELATED; 4) PINARELLO PARTNERS, LLC, PARTNER, 50 ALBERIGI DRIVE, SUITE 114, JESSUP PA 18434, 7/2010-PRESENT, 1HR/MO (0 HRS DURING SECURITIES TRADING HRS), NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-04 |
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