DFX Intelligence
Advisors
Advisors registered through Pinnacle Investments, LLC
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
57 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Kevin Szozda dual registrant | Pinnacle Investments, LLC BD affiliated | East Syracuse, Ny | Nov 29, 2021 | 13 y | 0 | 17 |
| Thomas John Thompson dual registrant | Pinnacle Investments, LLC BD affiliated | East Syracuse, Ny | Apr 12, 2021 | 38 y | 0 | 4 |
| Dario Joseph Vacco dual registrant | Pinnacle Investments, LLC BD affiliated | East Syracuse, Ny | Apr 12, 2021 | 19 y | 0 | 7 |
| B•••• G••••• V••••••• dual registrant | P••••••• I••••••••• L•• BD affiliated | East Syracuse, Ny | Dec 26, 2019 | 42 y | 4 | 3 |
| W•••••• A• W••• dual registrant | P••••••• I••••••••• L•• BD affiliated | East Syracuse, Ny | May 14, 2021 | 12 y | 2 | 1 |
| B••••• A••• W•••••••• dual registrant | P••••••• I••••••••• L•• BD affiliated | East Syracuse, Ny | May 1, 2024 | 12 y | 0 | 12 |
| J•••• C••••• Z••• dual registrant | P••••••• I••••••••• L•• BD affiliated | Auburn, Ny | Apr 12, 2021 | 16 y | 1 | 7 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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