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620 W. Republic Road Suite 104, Springfield, MO 65807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-12-06 |
| TX | RA | APPROVED | 2016-12-06 |
| MO | RA | APPROVED | 2014-02-10 |
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 |
|---|---|---|---|---|
| Second Baptist Church | Springfield | MO | 05/2011 | Present |
| Pinnacle Family Advisors, Llc | Springfield | MO | 02/2014 | Present |
1) THE MUTUAL FUND STORE - 1835 E. REPUBLIC ROAD, SUITE 104, SPRINGFIELD, MO 65804 - FRANCHISE - RIA - 1/1/2001 - 80% OF TIME - 1 HR/MO/TRD HRS - INVESTMENT ADVISOR WHO WORKS WITH CLIENTS - INVESTMENT RELATED 2) SECOND BAPTIST CHURCH - 3111 E. BATTLEFIELD, SPRINGFIELD, MO 65804 - RELIGIONS CHARITY - CHURCH SMALL GROUP CONSULTANT - 4/1/2011 - 10% OF TIME - 1 HR/MO/TRD HRS - ASSIST MINISTERIAL STAFF WITH SMALL GROUP IMPLEMENTATION - NONINVESTMENT RELATED 3) FRIENDS OF STEVE HELMS - P.O. BOX 4624 SPRINGFIELD, MO 65809 - CAMPAIGN FOR POLITICAL OFFICE - CAMPAIGN TREASURER FOR CANDIDATE RUNNING FOR COUNTY COMMISSIONER - 3/1/2012 - 2% OF TIME - 1 HR/MO/TRD HRS - COLLECTS CAMPAIGN CONTRIBUTIONS AND PAY CAMPAIGN EXPENSES - NONINVESTMENT RELATED 4) MOMENTUM INVESTORS - 1835 E. REPUBLIC ROAD SUITE 104, SPRINGFIELD, MO 65804 - THIS IS AN S-CORP I SET UP TO PAY MYSELF OUT OF. - 5/12/2008 - 95% OF TIME - 1 HR/MO/TRD HRS - - TAX ENTITY FOR BUSINESS PURPOSES. - NONINVESTMENT RELATED 5) WEALTH MANAGMENT - 1835 E. REPUBLIC ROAD, SUITE 104, SPRINGFIELD, MO 65804 - 01/2000 START DATE - NIR - INSURANCE SALES - INSURANCE AGENT - SOLE PROP - 2 HRS/MO TRADING - 2% OF TIME
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-14 |
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