Best Investors
Account
Sign in
Best Investors
Account
Sign in
5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-28 |
| MO | RA | APPROVED | 2025-01-28 |
| DE | RA | APPROVED | 2025-01-27 |
| VT | RA | APPROVED | 2025-01-23 |
| IL | RA | APPROVED | 2023-10-06 |
| TX | RA | APPROVED_RES | 2023-06-23 |
| MA | RA | APPROVED | 2023-02-09 |
| FL | RA | APPROVED | 2023-01-27 |
| NJ | RA | APPROVED | 2022-12-02 |
| AZ | RA | APPROVED | 2022-12-01 |
| GA | RA | APPROVED | 2022-11-18 |
| NH | RA | APPROVED | 2022-09-13 |
| NY | RA | APPROVED | 2021-04-12 |
Branch Locations
5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Manlius, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Investments | East Syracuse | NY | 07/2001 | Present |
Confidential Planning, Is Investment Related, "5845 Widewaters Parkway, , East Syracuse, NY, 13057, United States", Provides financial services,CEO,1/18/2007,10 hours per month,10 hours per month during trading hours, Fee based Compensation, Financial services ________________________________________________ Pinnacle Holding Company, LLC, Is Investment Related, "5845 Widewaters Parkway, , East Syracuse, NY, 13057, United States", Business provides financial services,B oard Member,1/18/2007,10 hours per month,10 hours per month during trading hours, No Compensation, Board duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-12 |
Reach out to this advisor