Pinnacle Summer Investments, Inc.

Q4 2015 13F Combination Report, Options Holdings

Signature - Title
Jack Bruno - SVP Wealth Management
Location
Fairfax, VA
Options holdings as of
31 Dec 2015
Notional value
$0
Number of holdings
0
Filing time
16 Feb 2016, 09:46:42 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
Q3 2015 - 30 Nov 2015
Stock holdings
Showing options holdings, see here for stock holdings

Pinnacle Summer Investments, Inc. didn't report any options holdings as of Q4 2015. Check stock holdings.

Filing 2015 Q4 compared to 2015 Q3 - Restatement 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 15 Jan 2016

THE EDELMAN FINANCIAL GROUP FORMERLY REPORTED AS SANDERS MORRIS HARRIS GROUP INC. ON JULY 15, 2014 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 (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