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5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-02-05 |
| GA | RA | APPROVED | 2025-02-03 |
| NC | RA | APPROVED | 2025-01-31 |
| NY | RA | APPROVED | 2021-04-12 |
Branch Locations
5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Pinnacle Investments, Llc | Dewitt | NY | 06/2001 | Present |
CONFIDENTIAL PLANNING TITLE: INVESTMENT ADVISOR ______________________________________________________________ "Pinnacle Holding Co. LLC",Is Not Investment Related,"5845 Widewaters Parkway, Suite 300, East Syracuse, NY, 13057, United States", Board Member, 05/15/2017, 5 hours per month,5 hours per month during trading hours, Other Compensation,"$500 per meeting, which the frequency being two or more times per calendar year. Function as a member of the board to aid with decision making and company direction."
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-11-19 |
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