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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-09 |
| NY | RA | APPROVED | 2021-05-20 |
| TX | RA | APPROVED | 2017-08-28 |
Branch Locations
6811 Palisades Park Court Suite 7, Fort Myers, FL 33912 • United States
520 Broadhollow Road, Melville, NY 11747 • 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 |
|---|---|---|---|---|
| New York Life Insurance Company | Syosset | NY | 09/1983 | 12/2022 |
| Nylife Securities Llc | Melville | NY | 12/1983 | Present |
| Eagle Strategies Llc | Melville | NY | 02/2001 | Present |
| Pinnacle Strategies, Inc | Port Jefferson | NY | 12/2007 | 12/2022 |
| Pinnacle Group Benefits | Port Jefferson Station | NY | 04/2011 | 12/2022 |
| New York Life Insurance Company | Melville | NY | 12/2022 | Present |
| Pinnacle Group Benefits | Ft Myers | FL | 12/2022 | Present |
| Pinnacle Strategies, Inc | Ft Myers | FL | 12/2022 | Present |
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA PINNACLE GROUP BENEFITS] [DBA PINNACLE STRATEGIES, INC; PRESIDENT; 612 RT 112 PORT JEFFERSON, NY 11776; SALE OF INSURANCE, INVESTMENT PRODUCTS, IAR FOR INVESTMENT ADVISORY SVCS 20 HOURS WEEKLY/5 HOURS TRADING] [HCBM PARTNERS; PASSIVE INVESTOR-SCUDERI GROUP LLC-SERIES C UNITS; NON INVESTMENT RELATED; START DATE 05/2010] [HCBM PARTNERS II; PASSIVE INVESTOR-SCUDERI GROUP LLC-SERIES D UNITS; NON INVESTMENT RELATED; START DATE 05/2010] [Scuderi Group, Inc.; ESG Power; 1111 Elm Street, Suite 38 West Springfield, MA 01089; Start Date 05/2022; Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 6811 Palisades Park Court, Suite 7 Fort Myers FL 33912; Start Date 01/2008; Role/Title: Owner; Investment Related; 10 hours per month; 10 hours per month during securities trading hours][Canterbury Board of Trustees; Board member for School; 8141 College Parkway , Fort Myers FL 33919; Start Date 09/2024; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; Attend Board and Committee meeting to help move school forward]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-27 |
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