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9 South Long Beach Road, Rockville Centre, NY 11570 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Pt Jefferson | NY | 03/2011 | 03/2020 |
| Lpl Financial Llc | The Villages | FL | 03/2020 | Present |
| The Pinnacle Financial Group | The Villages | FL | 02/2019 | Present |
1)03/25/2020 - PINNACLE FINANCIAL SERVICES - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 03/2020. 2) 4/27/2020 - The Pinnacle Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 2/24/2019 - 160 Hours Per Month. 3) 9/10/2021 - BHB Investment Management, LLC - Not Investment Related - At Reported Business Location(s) - BHB Investment Management, LLC - Started 08/06/2021 - 160 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1982-07-01 |
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