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Current Employers
Pinnacle Investments, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-06-26
FL RA APPROVED 2026-03-31
MD RA APPROVED 2026-03-30
PA RA APPROVED 2026-03-30
NY RA APPROVED 2021-04-12
  • VA RA
    APPROVED
    Since 2026-06-26
  • FL RA
    APPROVED
    Since 2026-03-31
  • MD RA
    APPROVED
    Since 2026-03-30
  • PA RA
    APPROVED
    Since 2026-03-30
  • NY RA
    APPROVED
    Since 2021-04-12

Branch Locations

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
Pinnacle Investments, Llc Syracuse NY 03/2008 Present
Other Businesses

Centro Is Not Investment Related, Courtland Ave, , Syracuse, NY, 13204, United States Trustee of public transportation of central NY, Trustee, Start Date 3/1/2010 10 hours per month 5 hours per month during trading hours, No Compensation ____________________________________________ NYSA Liquidating Trust, Is Investment Related, 5845 Widewaters Parkway, , East Syracuse, NY, 13057 Liquidating trust, Portfolio Manager Start Date 1/1/2013, 5 hours per month, 5 hours per month during trading hours, No Compensation, Manage assets in trust ___________________________________________________________________ Pinnacle Advisors Is Investment Related 5845 Widewaters Parkway, , East Syracuse, NY, 13057 Business provides financial services President Start Date 2/13/2014 20 hours per month,15 hours per month during trading hours, Fee based Compensation, Provide financial services _______________________________________________________________ Pinnacle Holding Company, LLC, Is Investment Related 5845 Widewaters Parkway, , East Syracuse, NY, 13057, United States Business provides financial services, Board Member, 3/20/2008, 2 hours per month,0 hours per month during trading hours, Board duties, $500 per meeting usually 2 meetings per year ________________________________________________________________ Insurance Agent Is Not Investment Related 5845 Widewaters Pkwy, East Syracuse, NY, 13057 Insurance Agent 1/1/2012 17 hours per month,15 hours per month during trading hours, Commission Compensation, Insurance sales _________________________________________________________________ Insurance Company of America - Global Motor Sports Association Not Investment related 5000-1901 Yong St, Toronto On M2N7E9, Canada Professional Race Car Insurance No Position or direct relationship, on a team with a member who receives referral fees that are paid to the team Start 09/01/2023 0 Hours spent on business ________________________________________________________________________________________ Gorsline Company Not Investment Related 2 Eagle Street, Rochester, NY 14608 Insurance Sales No direct position/relationship, member of a team where a team member pays a portion of referral fees to the team. Start 03/01/2023 0 hours spent on this activity __________________________________________________________________________________________ Bent Ear Technology Is Not Investment Related "5845 Widewaters Pkwy, Ste. 300, East Syracuse, NY, 13057, United States" IT Solutions,Referrer Start 8/1/2024, 1 hours per month,1 hours per month during trading hours, Commission Compensation ,Refer business to Bent Ear Technology for a payout fee.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-20
S63 Uniform Securities Agent State Law Examination 2000-11-01
  • S65 Uniform Investment Adviser Law Examination
    2026-01-20
  • S63 Uniform Securities Agent State Law Examination
    2000-11-01

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