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5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-23 |
| VA | RA | APPROVED | 2026-01-07 |
| IN | RA | APPROVED | 2025-12-09 |
| MI | RA | APPROVED | 2025-12-09 |
| TX | RA | APPROVED | 2025-12-09 |
| NJ | RA | APPROVED | 2025-12-02 |
| MD | RA | APPROVED | 2025-07-22 |
| DC | RA | APPROVED | 2025-04-10 |
| ND | RA | APPROVED | 2023-12-19 |
| HI | RA | APPROVED | 2023-12-12 |
| GA | RA | APPROVED | 2023-01-13 |
| NC | RA | APPROVED | 2023-01-13 |
| CA | RA | APPROVED | 2023-01-11 |
| FL | RA | APPROVED | 2023-01-11 |
| OH | RA | APPROVED | 2023-01-10 |
| NY | RA | APPROVED | 2021-04-12 |
| PA | RA | APPROVED | 2018-04-12 |
Branch Locations
132 North Street, Auburn, NY 13021 • 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 |
|---|---|---|---|---|
| Pinnacle Investments, Llc | Syracuse | NY | 02/2013 | Present |
CONFIDENTIAL PLANNING/INVESTMENT RELATED/5845 WIDEWATERS PARKWAY, EAST SYRACUSE, NY 13057, NATURE OF BUSINESS: 403B PLAN SOLUTIONS, INVESTMENTS/TITLE: ADVISOR/5 HRS DURING BUSINESS HRS/ O HRS AFTER BUSINESS HRS/DESCRIPTION OF DUTIES: ADVISE CLIENTS _____________________________________________________________________________________________ MKT132 LLC, Is Not Investment Related, AUBURN, NY, 13021, United States", REAL ESTATE, MEMBER, 3/8/2025, 4 hours per month, 0 hours per month during trading hours, MEMBER OWNER OF PROPERTY. WILL MAINTAIN AND COLLECT RENT IN FUTURE. Matthew House Inc, not investment related, 43 Metcalf Dr, Auburn NY 13021, Hospice End of Life Care Facility, Vice President, 09/2019, 4 hour during trading, 8 outside of trading hours _______________________________________________________________________________________________ Access to Homecare Services, not investment related, South St, Auburn, NY 13021, in home health care, Board Member, Started 02/01/2021, 2 hours a month, 2 hours in trading hours, board duties ________________________________________________________________________________________________ "Pinnacle Holding Co, LLC", Is Not Investment Related, "5845 Widewaters Parkway, Suite 300, East Syracuse, NY, 13057, United States", Board Member,1/2/2025,5 hours per month,5 hours per month during trading hours, Other Compensation,"$500 per meeting, which the frequency being two or more times per calendar year. Function as a member of the board to aid with decision making and company direction."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-02 |
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