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Current Employers
Pinnacle Family Advisors, Llc

620 W. Republic Road Suite 104, Springfield, MO 65807 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-01-06
MO RA APPROVED 2010-01-21
  • TX RA
    APPROVED_RES
    Since 2014-01-06
  • MO RA
    APPROVED
    Since 2010-01-21

Branch Locations

620 W. Republic Road Suite 104, Springfield, MO 65807 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Purshe Kaplan Sterling Investments Albany NY 01/2010 Present
Pinnacle Family Advisors Springfield MO 01/2010 Present
  • 01/2010 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 01/2010 → Present
    Pinnacle Family Advisors
    Springfield, MO
Previous Registrations
Other Businesses

1) PINNACLE FAMILY ADVISORS; YES; 620 W. Republic Road, Suite 104, Springfield, MO 65807; MANAGE FEE ACCOUNTS; INVESTMENT ADVISOR REP AND PORTFOLIO MANAGER; 1/4/2010; 160 HRS/MO, 6 HRS DURING TRADING HRS; DEAL WITH AND MANAGE CLIENT ACCOUNTS ON A FEE BASIS. 2) MCCRACKEN FINANCIAL; INVESTMENT RELATED; 3010 EAST BATTLEFIELD, STE A SPRINGFIELD,MO; INVESTMENT SERVICES FOR RIA; OWNER; START DATE: 01/2010; APPROX 400 HRS/MO 3) PINNACLE CONSULTING CPAS, LLC. NOT INVESTMENT RELATED, 4200 S QUAIL CREEK, SPRINGFIELD, MO 65807. PARTNER OF ACCOUNTING FIRM, 8/2015-PRESENT. 20 HRS/MONTH, 5 DURING TRADING. ASSIST WITH ACCOUNTING AND CONSULTING PROJECTS. 4) Nixa Public Schools-Not investment related-514 S. Nicholas Rd, Nixa, MO 65714-Football Coach-Youth football supervisor-8/1/19-10 hrs/mth-0 during trading hrs-I supervise the youth football program.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-09-29
S66 Uniform Combined State Law Examination 2002-10-11
  • S65 Uniform Investment Adviser Law Examination
    2005-09-29
  • S66 Uniform Combined State Law Examination
    2002-10-11

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