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9 South Long Beach Road, Rockville Centre, NY 11570 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-20 |
| NJ | RA | APPROVED | 2013-10-08 |
Branch Locations
9 South Long Beach Road, Rockville Centre, NY 11570 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Rockville Centre | NY | 05/2013 | Present |
| The Pinnacle Financial Group | Rockville Centre | NY | 10/2013 | Present |
(1) 05/29/2013 - THE PINNACLE FINANCIAL GROUP/ DBA ONLY/ 100%/ ROCKVILLE CENTRE, NY (2) 06/14/2013 - THE PINNACLE FINANCIAL GROUP - REGISTERED INVESTMENT ADVISOR - (HYBRID) THE PINNACLE FINANCIAL GROUP - (HYBRID) PROVIDE FINANCIAL PLANNING AND ASSET MANAGEMENT FOR A FEE. - 50% OF TIME SPENT - ROCKVILLE CENTRE, NY (3) 12/7/2014 - CHARLOTTE SCHRIRO TRUST AS FIDUCIARY CAPACITY (4) 09/23/2022 - Schriro Asset Management LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 09/01/2022 - 160 Hours Per Month/7 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-14 |
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