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Bailey Alan Wilkinson

Pinnacle Investments, LLC

East Syracuse, NY

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Current Employers
Pinnacle Investments, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-29
IL RA APPROVED 2026-01-14
FL RA APPROVED 2026-01-08
NC RA APPROVED 2026-01-08
GA RA APPROVED 2026-01-07
MN RA APPROVED 2026-01-07
NJ RA APPROVED 2026-01-07
OH RA APPROVED 2026-01-06
TX RA APPROVED 2025-04-21
NY RA APPROVED 2024-05-06
ME RA APPROVED 2024-05-01
  • CA RA
    APPROVED
    Since 2026-05-29
  • IL RA
    APPROVED
    Since 2026-01-14
  • FL RA
    APPROVED
    Since 2026-01-08
  • NC RA
    APPROVED
    Since 2026-01-08
  • GA RA
    APPROVED
    Since 2026-01-07
  • MN RA
    APPROVED
    Since 2026-01-07
  • NJ RA
    APPROVED
    Since 2026-01-07
  • OH RA
    APPROVED
    Since 2026-01-06
  • TX RA
    APPROVED
    Since 2025-04-21
  • NY RA
    APPROVED
    Since 2024-05-06
  • ME RA
    APPROVED
    Since 2024-05-01

Branch Locations

5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • 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
Carthage Savings Watertown NY 05/2015 12/2016
Rhino Lacrosse Syracuse NY 05/2017 08/2017
Cadaret Grant & Co., Inc. Syracuse NY 06/2018 10/2022
Le Moyne College Syracuse NY 07/2014 05/2018
Pinnacle Investments East Syracuse NY 11/2022 Present
  • 05/2015 → 12/2016
    Carthage Savings
    Watertown, NY
  • 05/2017 → 08/2017
    Rhino Lacrosse
    Syracuse, NY
  • 06/2018 → 10/2022
    Cadaret Grant & Co., Inc.
    Syracuse, NY
  • 07/2014 → 05/2018
    Le Moyne College
    Syracuse, NY
  • 11/2022 → Present
    Pinnacle Investments
    East Syracuse, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-29
  • S66 Uniform Combined State Law Examination
    2023-04-29

View on SEC IAPD

Other Firms

COMMONWEALTH FINANCIAL NETWORK
FARTHER
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
PINNACLE CAPITAL MANAGEMENT, LLC
PINNACLE ADVISORS LLC
NOTTINGHAM WEALTH PARTNERS, INC.
EAGLE STRATEGIES LLC

Other Investors

CHRISTOPHER CHARLES KEEGAN
RAYMOND ALLEN YACKEL
GARY R. CRONISER
PATRICK R. LYNCH
CARL A DATTELLAS
Thomas Parker Westers
JOHN ANDREW DONOHUE
PETER SCHNEIDER

Other Offices

COMMONWEALTH FINANCIAL NETWORK · EAST SYRACUSE, NY
FARTHER · East Syracuse, NY
AMERIPRISE FINANCIAL SERVICES, LLC · EAST SYRACUSE, NY
LPL FINANCIAL LLC · EAST SYRACUSE, NY
AMERIPRISE FINANCIAL SERVICES, LLC · EAST SYRACUSE, NY
AMERIPRISE FINANCIAL SERVICES, LLC · East Syracuse, NY
PINNACLE CAPITAL MANAGEMENT, LLC · EAST SYRACUSE, NY
PINNACLE ADVISORS LLC · EAST SYRACUSE, NY

More in East Syracuse, NY

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