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Reading the graph
Advisor at PINNACLE ASSOCIATES, LTD.
NEW YORK, 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 ASSOCIATES, LTD. | Mixed wealth | Oct 9, 2025 | n/a | yes | NEW YORK, NY | Current employment |
| MORGAN STANLEY | Wirehouse | Jul 19, 2019 | Jun 6, 2025 | no | PURCHASE, NY|NEW YORK, NY|Morristown, NJ|Bloomfield, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | PINNACLE ASSOCIATES, LTD. | Jun 6, 2025 | Oct 9, 2025 | 125 | Firm change | Wirehouse to RIA |