# Monica Ann Coles

Monica Ann Coles appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 2 filing roles across Form ADV (2).

## Filings (2)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2026-01-07 | Form ADV | [PINNACLE INVESTMENTS, LLC](https://search.stillhousedata.com/firm/142910) | CHIEF COMPLIANCE OFFICER | EAST SYRACUSE, NY |
| — | Form ADV | [IBN FINANCIAL SERVICES, INC](https://search.stillhousedata.com/firm/42360) | CHIEF COMPLIANCE OFFICER | LIVERPOOL, NY |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.