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Advisor at PINNACLE INVESTMENTS, LLC
Jamesville, NY | EAST SYRACUSE, NY
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 |
|---|---|---|---|---|---|---|
| PINNACLE INVESTMENTS, LLC | Bd affiliated wealth | Apr 12, 2021 | n/a | yes | EAST SYRACUSE, NY|Jamesville, NY | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jan 24, 2018 | Apr 23, 2018 | no | SYRACUSE, NY | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Sep 15, 2016 | Jan 9, 2018 | no | SYRACUSE, NY|OSWEGO, NY|SYRACUSE, NY|LIVERPOOL, NY | Previous registration |
| MORGAN STANLEY | Wirehouse | Mar 28, 2013 | Sep 14, 2016 | no | Syracuse, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | PINNACLE INVESTMENTS, LLC | Apr 23, 2018 | Apr 12, 2021 | 1,085 | Firm change after gap | Ibd to RIA |
| J.P. MORGAN SECURITIES LLC | EQUITABLE ADVISORS, LLC | Jan 9, 2018 | Jan 24, 2018 | 15 | Firm change | Wirehouse to ibd |
| MORGAN STANLEY | J.P. MORGAN SECURITIES LLC | Sep 14, 2016 | Sep 15, 2016 | 1 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:79:NY:2016-09-09 | Sep 14, 2016 | Sep 15, 2016 | SYRACUSE, NY | Firm change |