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5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-04 |
| SC | RA | APPROVED | 2024-10-04 |
| NJ | RA | APPROVED | 2022-04-07 |
| NY | RA | APPROVED | 2022-04-07 |
| PA | RA | APPROVED | 2022-04-07 |
Branch Locations
Great Meadows, NJ • 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 |
|---|---|---|---|---|
| Nav Capital Partners / Canard Capital Llc | Princeton | NJ | 11/2011 | 04/2017 |
| Terranova Capital Equities, Inc | New York | NY | 10/2015 | 11/2016 |
| Allstate Insurance Company | Pequannock | NJ | 05/2017 | 01/2019 |
| Valic Financial Advisors, Inc. | Berkeley Heights | NY | 02/2019 | 04/2022 |
| Pinnacle Investments, Llc | Syracuse | NY | 04/2022 | Present |
GREAT MEADOWS REGIONAL SCHOOL DISTRICT BOE POSITION: Board Member NATURE: School Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2021 ADDRESS: 273 US Highway 46, Great Meadows NJ 07838, United States DESCRIPTION: Meeting with Board Members and School Administrators to vote on school district policies. Position and nature: Medicare plan sales and service, Not investment related, Address: 38 Vassar Great Meadows, NJ 07838, Start Date 02/07/2023, 0 hours during trading, 8hours after business hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-17 |
| S66 | Uniform Combined State Law Examination | 2006-01-26 |
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