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Advisor at PINNACLE ASSOCIATES, LTD.
TYSONS, VA | RED BANK, NJ | NEW YORK, NY | Bethesda, MD
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 ASSOCIATES, LTD. | Mixed wealth | Apr 4, 2024 | n/a | yes | NEW YORK, NY|Bethesda, MD | Current employment |
| WITHUM WEALTH MANAGEMENT | Independent wealth | Jun 19, 2020 | n/a | yes | TYSONS, VA|RED BANK, NJ | Current employment |
| SAVANT WEALTH MANAGEMENT | Independent wealth | Mar 6, 2017 | Mar 13, 2020 | no | MCLEAN, VA|ROCKFORD, IL | Previous registration |
| MONUMENT WEALTH MANAGEMENT | Independent wealth | Nov 13, 2015 | Mar 16, 2017 | no | ALEXANDRIA, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | WITHUM WEALTH MANAGEMENT | Mar 13, 2020 | Jun 19, 2020 | 98 | Firm change | RIA to RIA |
| MONUMENT WEALTH MANAGEMENT | SAVANT WEALTH MANAGEMENT | Mar 16, 2017 | Mar 6, 2017 | -10 | Firm change | Other |