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286 Madison Avenue 20Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-07 |
| NY | RA | APPROVED | 2021-09-04 |
| CT | RA | APPROVED | 2007-02-15 |
Branch Locations
286 Madison Avenue 20Th Floor, New York, NY 10017 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Associates, Ltd. | New York | NY | 06/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-13 |
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