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620 W. Republic Road Suite 104, Springfield, MO 65807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2012-08-16 |
Branch Locations
620 W. Republic Road Suite 104, Springfield, MO 65807 • United States
1 disclosure category 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 | 07/2012 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2012 | Present |
1) PINNACLE FAMILY ADVISORS, LLC; INVESTMENT RELATED; 620 W. Republic Road, Suite 104, Springfield, MO 65807; RIA; IAR; START DATE: 07/2012; 120 HRS/MO; FEE BASED INVESTMENT ADVICE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-22 |
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