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Current Employers
Pinnacle Investments, Llc

5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-01-23
GA RA APPROVED 2025-01-16
MA RA APPROVED 2021-01-12
  • NH RA
    APPROVED
    Since 2025-01-23
  • GA RA
    APPROVED
    Since 2025-01-16
  • MA RA
    APPROVED
    Since 2021-01-12

Branch Locations

One Centre St, Malden, MA 02148 • United States

5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Malden High School Malden MA 02/1998 Present
Essex Securities Llc Malden MA 01/2010 Present
Global Investment Advisors, Llc Danvers MA 01/2010 Present
Pinnacle Investments, Llc Mansfield MA 06/2019 Present
  • 02/1998 → Present
    Malden High School
    Malden, MA
  • 01/2010 → Present
    Essex Securities Llc
    Malden, MA
  • 01/2010 → Present
    Global Investment Advisors, Llc
    Danvers, MA
  • 06/2019 → Present
    Mansfield, MA
Previous Registrations
  • 2010-01-01 → 2019-12-31
    Global Investment Advisors, Llc
    Miami Beach, FL
  • 2005-07-11 → 2010-01-01
    Investors Capital Corp.
    Malden, MA
    Lynnfield, MA
    Lynnfield, MA
    Malden, MA
  • 2003-08-04 → 2005-06-30
    Malden, MA
  • 2002-08-26 → 2003-06-20
    Cetera Advisors Llc
    Everett, MA
Other Businesses

MALDEN HIGH SCHOOL TEACHER SALEM STREET, MALDEN, MA 02148. APPROX 35 HOURS PER WK. NON-INVESTMENTRELATED. INSURANCE PRODUCER (DISABILITY, FIXED, LIFE) ONE CENTER ST, SUITE 1A, MALDEN, MA 02148 BEGAN 04/25/2003 4 HOURS DURING TRADING HOURS, 10 HOURS OUTSIDE TRADING HOURS PER MONTH Rental Property Everett MA 04/2000. 8 HRS per month 1/2 HR per Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-13
S63 Uniform Securities Agent State Law Examination 1995-08-01
  • S65 Uniform Investment Adviser Law Examination
    2002-08-13
  • S63 Uniform Securities Agent State Law Examination
    1995-08-01
Other Names
  • Timothy Shawn Lane

View on SEC IAPD

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