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620 W. Republic Road Suite 104, Springfield, MO 65807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2015-10-27 |
Branch Locations
620 W. Republic Road Suite 104, Springfield, MO 65807 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Family Advisors, Llc | Springfield | MO | 11/2015 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2015 | 03/2022 |
1. National Multiple Sclerosis Society Mid- America Chapter Non- Investment Related, Address: 1675 Seminole, Suite J Springfield, MO 65804, Raise awareness and Fund raise about the disease of Multiple Sclerosis, Position: Board of Directors, Start Date: 01/2012, 9 hours devoted a month, Duties: Non- Profit, Help the chapter make decisions to best meet the MS Society's State goals and objectives. 2. Developmental Center of the Ozarks Non- Investment Related, Address: 1545 E. Pythian, Springfield, MO 65802, Helping with development of special needs children and adults, Position: Board of Directors, Start Date: 01/2012, 9 hours devoted a month, Non- Profit, help make decisions to best meet the developmental centers stated goals and objectives.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-26 |
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