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620 W. Republic Road Suite 104, Springfield, MO 65807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-10-01 |
Branch Locations
1001 Craig Road Suite 375, Creve Coeur, MO 63146 • United States
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Creve Coeur | MO | 08/2013 | 06/2018 |
| Rfg Advisory (Dba: Executive Compensation Group) | Creve Coeur | AL | 08/2014 | 09/2020 |
| Four Seasons Wealth Management | Creve Coeur | MO | 07/2013 | 09/2020 |
| Private Client Services | Creve Coeur | MO | 06/2018 | 09/2020 |
| Pinnacle Family Advisors, Llc | Springfield | MO | 10/2020 | Present |
1) 10/15/2015. BESTE WEALTH MANAGEMENT. PERSONAL LLC FOR TAX PURPOSES. OWNER. 10 HOURS/MO; 2 DURING TRADING HOURS. 2) 06/01/2012. FAMILY TRUST (TIM & LORI BESTE, PARENTS) SUCCESSOR TRUSTEE. 0 HOURS/MO; 0 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-10 |
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