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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 | 2014-01-06 |
| MO | RA | APPROVED | 2010-01-21 |
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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2010 | Present |
| Pinnacle Family Advisors | Springfield | MO | 01/2010 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-29 |
| S66 | Uniform Combined State Law Examination | 2002-10-11 |
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