Pinnacle Summer Investments, Inc.

Q3 2014 13F Combination Report, Options Holdings

Signature - Title
Jack Bruno - SVP Wealth Management
Location
Fairfax, VA
Options holdings as of
30 Sep 2014
Notional value
$0
Number of holdings
0
Filing time
13 Nov 2014, 16:05:59 UTC
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s).
Previous filing
Q2 2014 - 08 Aug 2014
Next filing
Q4 2014 - 18 Feb 2015
Stock holdings
Showing options holdings, see here for stock holdings

Pinnacle Summer Investments, Inc. didn't report any options holdings as of Q3 2014. Check stock holdings.

Filing 2014 Q3 compared to 2014 Q2 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jack Bruno SVP Wealth Management Houston, Texas 13 Nov 2014

THE EDELMAN FINANCIAL GROUP FORMERLY REPORTED AS SANDERS MORRIS HARRIS GROUP INC. ON JULY 15 THEY CHANGED THE NAME TO PINNACLE SUMMER INVESTMENTS, INC.

List of Other Managers Reporting for Pinnacle Summer Investments, Inc.:

Name Holdings Value Location File Number
Edelman Financial Services, LLC $0 Fairfax, VA 028-12214
GFS Advisors, LLC $830,594,615 Houston, TX 028-13054
Leonetti & Associates, LLC $271,803,000 Buffalo Grove, IL 028-13075

Other Included Managers (3):

Num Name Location File Number
1 SANDERS MORRIS HARRIS LLC Houston, TX 028-12760
2 SMH CAPITAL ADVISORS INC Fort Worth, TX 028-10258
3 Rikoon Group, LLC Santa Fe, NM 028-15479