Christopher Aaron Garrison

$2.17B regulatory AUM 6 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

1492 Highland Ave. Suite 9, Needham, MA 02492 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2022-04-24

Branch Locations

Concord, MA • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Tiaa-Cref Individual & Institutional Services, Llc	Waltham	MA	12/2010	11/2016
Tiaa	Waltham	MA	12/2010	11/2016
Pinnacle Pension Consultants Llc	Needham	MA	11/2017	02/2020
Unemployed	Concord	MA	11/2016	10/2017
Planpilot	Concord	MA	02/2020	03/2022
Pinnacle Pension Consultants Llc	Needham	MA	03/2022	Present

12/2010 → 11/2016

Tiaa-Cref Individual & Institutional Services, Llc

Waltham, MA
12/2010 → 11/2016

Tiaa

Waltham, MA
11/2017 → 02/2020

Pinnacle Pension Consultants Llc

Needham, MA
11/2016 → 10/2017

Unemployed

Concord, MA
02/2020 → 03/2022

Planpilot

Concord, MA
03/2022 → Present

Pinnacle Pension Consultants Llc

Needham, MA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-09-06
S63	Uniform Securities Agent State Law Examination	2011-04-28

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