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9 South Long Beach Road, Rockville Centre, NY 11570 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-08 |
Branch Locations
11864 Gardenia Avenue, Naples, FL 34120 • United States
9 South Long Beach Road, Rockville Centre, NY 11570 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Oyster Bay | NY | 08/2008 | 05/2019 |
| Lpl Financial | Rockville Centre | NY | 05/2019 | Present |
1. 05/2019 - DBA for LPL Business (entity for LPL business) - The Pinnacle Financial Group - 100% - INVESTMENT RELATED - ROCKVILLE CENTRE, NY 11570 2. 09/16/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 07/22/2021 - 5 Hours Per Month/1 Hour During Securities Trading. 3. 09/26/2023 - The Pinnacle Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/06/2023 - 160 Hours Per Month/ 7 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-19 |
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