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Jeffrey Hughes Watson

Rialto Wealth Management

Syracuse, NY

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Current Employers
Rialto Wealth Management

126 N Salina St. Suite 330, Syracuse, NY 13202 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-08-25
  • NY RA
    APPROVED
    Since 2023-08-25

Branch Locations

126 N Salina St. Suite 330, Syracuse, NY 13202 • 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
Tiaa Cicero NY 05/2016 11/2018
Tiaa-Cref Individual & Institutional Services, Llc Syracuse NY 05/2016 11/2018
Pinnacle Investments, Llc Syracuse NY 01/2019 08/2023
Rialto Wealth Management Syracuse NY 08/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-30
S63 Uniform Securities Agent State Law Examination 2012-12-19
  • S65 Uniform Investment Adviser Law Examination
    2016-06-30
  • S63 Uniform Securities Agent State Law Examination
    2012-12-19
Other Names
  • Jeff H Watson

View on SEC IAPD

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