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9 South Long Beach Road, Rockville Centre, NY 11570 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-23 |
Branch Locations
9 South Long Beach Road, Rockville Centre, NY 11570 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assumption College | Worcester | MA | 08/2011 | 04/2026 |
| Lpl Financial Llc | Rockville Centre | NY | 04/2026 | Present |
1. 07/2026 - The Pinnacle Financial Group - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/7/2026 2. 07/16/2026 - The Pinnacle Financial Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 04/08/2026 - 160 hours per month/ during trading - I provide administrative support to The Pinnacle Financial Group, an independent investment advisor firm. I started this business activity in 04/2026. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV for the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-17 |
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