Pinnacle Summer Investments, Inc.

Q2 2015 13F Combination Report, Options Holdings

Signature - Title
Jack Bruno - SVP Wealth Management
Location
Fairfax, VA
Options holdings as of
June 30, 2015
Notional value $
$0
Number of holdings
0
Date filed
7/28/2015, 04:55 PM
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
Q1 2015 - May 19, 2015
Stock holdings
Showing options holdings, see here for stock holdings

Pinnacle Summer Investments, Inc. didn't report any options holdings as of Q2 2015. Check stock holdings.

Filing 2015 Q2 compared to 2015 Q1 by default.
* 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 7/27/2015

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
GFS Advisors, LLC $470M Houston, TX 028-13054
Leonetti & Associates, LLC $272M Buffalo Grove, IL 028-13075
Edelman Financial Services, LLC $0 Fairfax, VA 028-12214

Other Included Managers (4):

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
4 MILLER GREEN FINANCIAL SERVICES INC /ADV Spring, TX 028-16804