James Victor Conrad

Current Employers

Employment History

• 03/2005 → Present
  Commonwealth Financial Network
  Waltham, MA
• 03/2005 → Present
  Pinnacale Financial Strategies
  Wexford, PA

Previous Registrations

• 1994-11-29 → 2005-03-23
  Mony Securities Corporation
  Wexford, PA

Other Businesses

1. Owner, Pinnacle Financial Strategies, LLC, entity created to facilitate securities, advisory, and insurance business; as of 03/15/2016, 100% of time spent during business hours, Conducted at branch; Investment related. 2. Fixed insurance sales, as of 03/17/2005, 5% of time spent during business hours; Conducted at branch; Investment related. 3. Divorce Planning, Pinnacle Financial Strategies, providing insight of potential division of assets; as of 2015, 2% of time spent during business hours, Not conducted at branch; Not investment related. 4. Sports Announcer for local high school regional soccer games; As of 10/23/19; 0% time spent during business hours; Not conducted at branch; Not investment related. 5. Instructor, Community College of Allegheny County, teaching CPE courses for CPAs; CLE courses for Attorneys; and Series 6 preparation course; as of 1999, 1% of time spent during business hours, Not conducted at branch; Not investment related. 6. Instructor, Pennsylvania State - Beaver Campus, teaching a one day course for CPAs; as of 09/29/2015, 0% of time spent during business hours, Not conducted at branch; Not investment related. 7. Presenter, ComPsych, presenting on general education courses that are contracted through third-party organization; Various locations; As of 11/01/19; Less than 1% time spent during business hours; Not conducted at branch; Not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-04-26
• S63 Uniform Securities Agent State Law Examination
  1994-06-06

Designations

Other Names

• Vic Conrad