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10 East Market Street, Corning, NY 14830 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-08 |
| FL | RA | APPROVED | 2024-11-20 |
| NY | RA | APPROVED | 2021-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Financial Wealth Management, Llc | Merritt Island | FL | 03/2015 | 09/2016 |
| Irvine Wealth Planning Strategies, Llc | Corning | NY | 05/2016 | Present |
Mrs. Irvine is a Board Member for Heritage Village of the Southern Finger Lakes, which is not investment related in nature. Mrs. Irvine does not receive any form of compensation for the services she provides for the Heritage Village of the Southern Finger Lakes, and spends five (1) hours a month in this capacity. This outside business activity is not connected to Rooted Planning Group. Mrs. Irvine volunteers as a Trustee for the NAPFA Foundation, which coordinates volunteer / pro-bono programs for NAPFA members. Mrs. Irvine does not receive compensation for the services she provides; she spends approximately two (2) hours per month in this capacity. This outside business activity is not connected to Rooted Planning Group. Mrs. Irvine is a Board Member for the Community Foundation of Elmira-Corning and the Finger Lakes, which is investment-related in nature. In this capacity, Mrs. Irvine acts as a member of a committee responsible for overseeing the foundation's investment policies and consulting with the foundation's retained third-party investment manager. Mrs. Irvine does not receive any form of compensation for this service and spends approximately one (1) hour per quarter in this capacity. This outside business activity is not connected to Rooted Planning Group. Mrs. Irvine is the Owner of SoarHer, which is not investment-related in nature. In this capacity, Mrs. Irvine consults with businesses that are looking to grow, helping to work through perceived barriers and discussing their vision for the future of their business. This role represents less than 10% of Mrs. Irvine's time and compensation. Mrs. Irvine spends approximately three (3) hours per month in this capacity, none of which are during normal trading hours. This outside business activity is not connected to Rooted Planning Group.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-28 |
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