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Current Employers
Pinnacle Investments, Llc

5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-05
MI RA APPROVED 2025-02-14
NC RA APPROVED 2025-02-13
VT RA APPROVED 2025-02-12
TX RA APPROVED_RES 2022-09-30
NY RA APPROVED 2021-04-12
  • NJ RA
    APPROVED
    Since 2025-03-05
  • MI RA
    APPROVED
    Since 2025-02-14
  • NC RA
    APPROVED
    Since 2025-02-13
  • VT RA
    APPROVED
    Since 2025-02-12
  • TX RA
    APPROVED_RES
    Since 2022-09-30
  • NY RA
    APPROVED
    Since 2021-04-12

Branch Locations

5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States

5500 Main Street Suite 205, Williamsville, NY 14221 • United States

Stuart, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pinnacle Investments, Llc Syracuse NY 04/2009 Present
Other Businesses

Onondaga County Board of Elections, Is Not Investment Related,"1000 Erie Boulevard West, , Syracuse, NY, 13204, United States", Election of government politicians. Election Inspector,6/25/2024,0 hours per month,0 hours per month during trading hours, Hourly Compensation, Register and assist voters during local/state/national elections. Frequency of employment is limited to (only) when those elections are held and not continually during the calendar year.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-05-09
  • S63 Uniform Securities Agent State Law Examination
    1986-05-09

View on SEC IAPD

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