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7 Greenbriar Circle, Armonk, NY 10504 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-22 |
| NY | RA | APPROVED | 2021-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Financial Services, Llc | New York | NY | 01/2003 | Present |
| Levine Neider Wohl, Llp | New York | NY | 04/2001 | Present |
LEVINE NEIDER WOHL, LLP//NON INV-REL//708 THIRD AVE, NYC//PARTNER & CPA//PRIMARY BUSINESS 90%//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-25 |
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