DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at PINNACLE ASSOCIATES, LTD.
NEW YORK, NY | Holmdel, NJ
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 | Jan 30, 2014 | n/a | yes | Holmdel, NJ|NEW YORK, NY | Current employment |
| WITHUM WEALTH MANAGEMENT | Independent wealth | Sep 22, 2011 | Nov 9, 2012 | no | RED BANK, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WITHUM WEALTH MANAGEMENT | PINNACLE ASSOCIATES, LTD. | Nov 9, 2012 | Jan 30, 2014 | 447 | Firm change after gap | Other |