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620 W. Republic Road Suite 104, Springfield, MO 65807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-03-29 |
| MO | RA | APPROVED | 2009-04-28 |
Branch Locations
620 W. Republic Road Suite 104, Springfield, MO 65807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Family Advisors Llc | Springfield | MO | 10/2007 | Present |
| Innovation Partners Llc | Charlotte | NC | 03/2022 | Present |
1 HAIR PLACE; OWNER; P.O. BOX 14784, SPRINGFIELD, MO 65814, OWNED SINCE OCTOBER 2004, HAIR SALON BUSINESS; 1.LUMNEY/MCCURRY BUILDERS- OWNWER WITH BROTHER IN LAW; SPRINGFIELD, MO; OWNED SINCE SEPTEMBER 2005 3. PINNACLE FAMILY ADVISORS, LLC- OWNER/PRESIDENT; START DATE- 09/2005- PRESENT, SPTINGFIELD, MO. 4. PINNACLE CONSULTING CPAS; NOT INVESTMENT RELATED; 3010 E. BATTLEFIELD, SPRINGFIELD, MO 65804; ACCOUNTING AND BUSINESS CONSULTING; 25% OWNER; START DATE: 12/1/09; 5 HOURS PER MONTH; 4 HOURS DURING TRADING HOURS; ASSIST IN REFERRING TAX & ACCOUNTING CLIENTS TO THE FIRM AND ATTEND MONTHLY STAFF MEETING IF POSSIBLE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-12 |
| S65 | Uniform Investment Adviser Law Examination | 1997-05-23 |
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