| Name | Title | Contact Details |
|---|---|---|
Jerry Maloney |
Chief Compliance Officer | Profile |
New Life Financial Inc is a Sheridan, WY-based company in the Financial Services sector.
Apex is an independent, full-service clearing firm helping power the digital revolution in financial services. We empower innovation through a relentless focus on our customers, an ability to anticipate industry trends, and a sophisticated suite of forward-thinking technology-driven solutions. This powerful combination enables us to work with our clients in a highly consultative way and help them solve their most challenging business problems. This unique approach is how we`ve emerged as the custodian of choice for so many disruptive Fintech firms and digital advisors looking to revolutionize financial services. Our headquarters are located the heart of downtown Dallas, and we have offices in the financial districts of New York and Chicago as well as in the technology area of Portland.
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. From very humble beginnings the firm`s assets have grown to over $1.4 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. We`ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle`s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans.
Phoenix Partners Group is a leading interdealer credit and equity derivatives broker with offices in New York, London and Paris.
Transnational Bankcard Inc is a Des Plaines, IL-based company in the Financial Services sector.