Bonnie Laurino

THE PINNACLE FINANCIAL GROUP

Rockville Centre, NY 11570

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CRD#: 1078282

Professional summary

Bonnie Laurino, CFP®, who also goes by Bonnie Dale Baval, Bonnie Dale Baval-kresin, Bonnie Dale Bavalkresin, Bonnie Baval-kresin, is a registered financial advisor currently at THE PINNACLE FINANCIAL GROUP located in Rockville Centre, New York and LPL FINANCIAL LLC located in Melville, New York.

Bonnie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Bonnie has worked at 12 firms and has passed the Series 66, Series 63, Series 72, SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bonnie Dale Baval | Bonnie Dale Baval-Kresin | Bonnie Dale Bavalkresin | Bonnie Baval-Kresin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 07/23/2024 - The Pinnacle Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 07/23/2024 - Notary - NY 11747 - Investment related - 1% Time spent - Start date: 11/30/2005. 3) 04/10/2025 - Senior Services of North America - Investment Related - Non-Variable Insurance - At reported business location(s) - Start Date:04/04/2025 - 10 Hrs/Mth - 1 Hrs During Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bonnie Laurino's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

November 15, 2024 - Present

THE PINNACLE FINANCIAL GROUP

Office #1: 9 South Long Beach Road, Rockville Centre, NY 11570

RIA

CRD#: 164395

Rockville Centre, NY

Current

July 31, 2024 - Present

LPL FINANCIAL LLC

Office #1: 445 Broadhollow Rd Ste 112, Melville, NY 11747

RIA

CRD#: 6413

MELVILLE, NY

Past

April 2, 2014 - July 3, 2024

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

EAST MEADOW, NY

Past

March 31, 2014 - July 3, 2024

J.P. MORGAN SECURITIES LLC

CRD#: 79

EAST MEADOW, NY

Past

August 22, 2011 - April 1, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

MERRICK, NY

Past

May 27, 2008 - April 1, 2014

LPL FINANCIAL LLC

CRD#: 6413

MERRICK, NY

Past

February 18, 2004 - May 27, 2008

IFMG SECURITIES, INC.

CRD#: 14416

EAST ROCKAWAY, NY

Past

January 2, 2004 - February 13, 2004

GREENPOINT SECURITIES LLC

CRD#: 127042

LAKE SUCCESS, NY

Past

May 14, 2001 - January 2, 2004

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

Past

July 28, 1997 - September 13, 2000

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

Past

July 17, 1997 - May 4, 2001

LASALLE FINANCIAL SERVICES, INC.

CRD#: 20373

CHICAGO, IL

Past

January 10, 1997 - July 17, 1997

FIS SECURITIES, INC.

CRD#: 30533

BOSTON, MA

Past

October 18, 1996 - July 15, 1997

FLEET ENTERPRISES, INC.

CRD#: 17434

NEW YORK, NY

Past

April 26, 1988 - October 29, 1996

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

April 26, 1988 - October 29, 1996

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

December 21, 1982 - April 28, 1988

VP DISTRIBUTORS LLC

CRD#: 3036

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE PINNACLE FINANCIAL GROUP

CRD#: 164395 / SEC#: 801-77304

RIA

Registered Investment Advisory firm - (11/9/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(7/31/2024)

Massachusetts
(9/12/2024)

New Jersey
(7/31/2024)

New York
(7/31/2024)

IAR

New York
(11/15/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/3/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/15/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 72

Date: 1/2/2023

Government Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/24/1997

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 8/18/1983

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 12/20/1982

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

THE PINNACLE FINANCIAL GROUP

CRD#: 164395 / SEC#: 801-77304

RIA

Registered Investment Advisory firm - (11/9/2012 Approved)

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Contact information

Main Address

9 South Long Beach Road, Rockville Centre, NY 11570

Mailing Address

Phone number

(516) 763-9700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (4/1/2025)

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,538
AUM (Assets Under Management)	$ 1,184,198,113

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Bonnie Laurino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bonnie Laurino's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

IFMG SECURITIES, INC.

GREENPOINT SECURITIES LLC

ESSEX NATIONAL SECURITIES, LLC

ESSEX NATIONAL SECURITIES, LLC

LASALLE FINANCIAL SERVICES, INC.

FIS SECURITIES, INC.

FLEET ENTERPRISES, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

VP DISTRIBUTORS LLC

Primary Firm SEC Registration

THE PINNACLE FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 8/3/2004

Series 63

Date: 12/15/1999

Series 72

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 6/24/1997

Series 22

Date: 8/18/1983

Series 6

Date: 12/20/1982

FINRA

Current Firm

THE PINNACLE FINANCIAL GROUP

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE PINNACLE FINANCIAL GROUP

TRUST BUT VERIFY

Contact information

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