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Current Employers
Pinnacle Investments, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-05
NY RA APPROVED 2026-01-05
  • MI RA
    APPROVED
    Since 2026-01-05
  • NY RA
    APPROVED
    Since 2026-01-05

Branch Locations

East Syracuse, NY • United States

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

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
Equitable Advisors, Llc New York NY 07/2024 12/2025
Strategic Financial Solutions Amherst NY 11/2021 03/2024
Metropolis/Comic Connect Corp. New Yourk NY 03/2018 10/2021
Siggy's Good Food New York NY 05/2017 02/2018
Self Employed- Freelance New York NY 01/2016 05/2017
Unemployed Buffalo NY 04/2024 06/2024
Pinnacle Investments, Llc East Syracuse NY 01/2026 Present
  • 07/2024 → 12/2025
    New York, NY
  • 11/2021 → 03/2024
    Strategic Financial Solutions
    Amherst, NY
  • 03/2018 → 10/2021
    Metropolis/Comic Connect Corp.
    New Yourk, NY
  • 05/2017 → 02/2018
    Siggy's Good Food
    New York, NY
  • 01/2016 → 05/2017
    Self Employed- Freelance
    New York, NY
  • 04/2024 → 06/2024
    Unemployed
    Buffalo, NY
  • 01/2026 → Present
    East Syracuse, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-20
  • S66 Uniform Combined State Law Examination
    2024-12-20
Other Names
  • Dana Greene
  • Dana Greene
  • Dana Thomas Greene
  • Dana Thomas Greene

View on SEC IAPD

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