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5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-04-10 |
| FL | RA | APPROVED | 2025-01-16 |
| NJ | RA | APPROVED | 2025-01-16 |
| NV | RA | APPROVED | 2024-03-04 |
| VA | RA | APPROVED | 2021-02-24 |
| NY | RA | APPROVED | 2021-02-23 |
| TX | RA | APPROVED_RES | 2021-02-22 |
Branch Locations
5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • 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 |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 08/2015 | 04/2017 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 04/2017 |
| Edward Jones | St Louis | MO | 04/2017 | 12/2020 |
| Pinnacle Investments, Llc | Syracuse | NY | 12/2020 | Present |
Sky top Liquors, Is Not Investment Related,"608 Notingham Rd, , Syracuse, NY, 13224, United States", Liquor & Wine Store, Part Time Counter,12/18/2023,20 hours per month,0 hours per month during trading hours, Salary Compensation, "Cashier, stock shelves"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-14 |
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