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Advisor at CGN ADVISORS, LLC
MANHATTAN, KS | AVON, CT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CGN ADVISORS, LLC | Independent wealth | Feb 17, 2015 | n/a | yes | AVON, CT|MANHATTAN, KS | Current employment |
| PINNACLE INVESTMENT MANAGEMENT INC | Former SEC adviser | Mar 3, 2012 | Feb 10, 2015 | no | SIMSBURY, CT | Previous registration |
| STEWARDSHIP CAPITAL | Independent wealth | Oct 30, 2002 | Mar 3, 2012 | no | SIMSBURY, CT|SIMSBURY, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PINNACLE INVESTMENT MANAGEMENT INC | CGN ADVISORS, LLC | Feb 10, 2015 | Feb 17, 2015 | 7 | Firm change | Other |
| STEWARDSHIP CAPITAL | PINNACLE INVESTMENT MANAGEMENT INC | Mar 3, 2012 | Mar 3, 2012 | 0 | Firm change | Other |