Best Investors Account Sign in
Current Employers
Pinnacle Investments, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-26
  • FL RA
    APPROVED
    Since 2024-07-26

Branch Locations

7601 North Federal Highway Suite 125B, Boca Raton, FL 33487 • 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
Lynn University Boca Raton FL 08/2021 07/2024
Unemployed Coral Springs FL 02/2020 08/2021
Florida State University Tallahassee FL 08/2018 02/2020
Hayes Locums Fort Lauderdale FL 05/2017 08/2018
University Of Florida Gainesville FL 01/2015 05/2017
Pinnacle Investments East Syracuse NY 07/2024 Present
  • 08/2021 → 07/2024
    Lynn University
    Boca Raton, FL
  • 02/2020 → 08/2021
    Unemployed
    Coral Springs, FL
  • 08/2018 → 02/2020
    Florida State University
    Tallahassee, FL
  • 05/2017 → 08/2018
    Hayes Locums
    Fort Lauderdale, FL
  • 01/2015 → 05/2017
    University Of Florida
    Gainesville, FL
  • 07/2024 → Present
    Pinnacle Investments
    East Syracuse, NY
Other Businesses

Generational Sports Partnerships LLC = Sports Agency, Non-Investment Related, 2139 N University Dr #5110 CORAL SPRINGS, FL 33071, NFL Agent, Founder since 01/2020, 20 hours devoted to business outside of securities trading hours, A Sports Agency that's focused on contract representation, personal branding, speaking engagements, financial literacy/wellness presentations, and other athlete-centric monetizable activities. " Charles Edward Stewart III LLC = Real Estate, Non-Investment Related, 945 EAST LAS OLAS BLVD FORT LAUDERDALE, FL 33301 UN, Real Estate Agent, opened llc 08/2022, 10 hours devoted to business outside of securities trading hours, help clients buy/sell property in Florida or refer clients to other licensed real estate agents for a fee. The Credentials Show, Podcast, Is Not Investment Related, "2139 N University Dr #5110, , Coral Springs, FL, 33071, United States", Podcast Host,1/13/2021,5 hours per month,0 hours per month during trading hours, No Compensation, "Host of an interview & monologue podcast show called, "The Credentials Show". The topics are upbringing, food, sports, & personal development." "WHAT DID I JUST SIGN?", Is Not Investment Related," Author, 10/8/2025,10 hours per month,0 hours per month during trading hours, Compensation Other , "WHAT DID I JUST SIGN? Is a book broken down into 7 chapters or seven sectors of adulthood that people encounter: Investing Terms, Real Estate Terms, How to Vet Advisors, Financial Scams, Taxes, Budgeting, Trusts and Insurance. This book focuses on case studies, analogies, visual images, and fictional roleplay scenarios to turn confusing or untaught concepts into more understandable ideas. "

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-08-16
S63 Uniform Securities Agent State Law Examination 2024-08-16
S65 Uniform Investment Adviser Law Examination 2023-12-19
  • S63 Uniform Securities Agent State Law Examination
    2024-08-16
  • S63 Uniform Securities Agent State Law Examination
    2024-08-16
  • S65 Uniform Investment Adviser Law Examination
    2023-12-19
Other Names
  • Charles Stewart

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Boca Raton, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor