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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-06 |
| NJ | RA | APPROVED | 2012-04-03 |
Branch Locations
151 Fries Mill Rd Ste 201, Turnersville, NJ 08012 • United States
Langhorne, PA • United States
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 |
|---|---|---|---|---|
| Guardian Life Insurance Company | New York | NY | 08/1999 | Present |
| Pinnacle Wealth & Benefits Strategies | Cherry Hill | NJ | 03/1981 | 09/2021 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 04/2012 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2012 | Present |
| Pinnacle Wealth Advisors, Llc | Elmer | NJ | 09/2023 | Present |
1) PINNACLE WEALTH & BENEFITS STRATEGIES, INC; INV REL; SAME AS REGISTERRED LOCATION, FINANCIAL SERVICES; FINANCIAL PROFESSIONA; START DATE 10/2021; 160 HRS/MTH DURING SECURITIES TRADING HRS: 2) NAME OF OTHER BUSINESS: PINNACLE WEALTH ADVISORS, LLC, INVESTMENT RELATED: YES, ADDRESS: 30 D THIRD ST, ELMER, NJ, 08318, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2023, POSITION/TITLE/RELATIONSHIP: PART OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-18 |
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