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9 South Long Beach Road, Rockville Centre, NY 11570 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-21 |
| NY | RA | APPROVED | 2021-10-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Roslyn Rescue | Roslyn | NY | 07/1997 | Present |
| Lpl Financial Llc | Rockville Centre | NY | 06/2013 | Present |
| The Pinnacle Group | Rockville Centre | NY | 07/2013 | Present |
(1)6/21/13-DBA ONLY/THE PINNACLE FINANCIAL GROUP/70%/ROCKVILLE CENTRE, NY (2)07/23/2013 - THE PINNACLE GROUP - REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) THE PINNACLE GROUP - REGISTERED INVESTMENT ADVISOR - 70% OF TIME SPENT - ROCKVILLE CENTRE, NY (3)6/21/13-LEVANTHAL REALTY/REAL ESTATE RENTAL OWNER OF 2 RENTAL PROPERTIES/10%/EAST HILLS, NY (4) 07/01/2021 - FINRA - Investment Related - Brookfield Place, 200 Liberty Street, New York, NY 10281 - Outside/W-2 Employment - Start Date: 05/02/2011 - 1 Hour Per Month/1 Hour During Securities Trading - FINRA Arbitrator.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-14 |
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