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100 Batson Ct. Suite 104, New Lenox, IL 60451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2012-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Interactive Financial Advisors | Newport News | VA | 03/2012 | Present |
| Gwn Securities Inc | Palm Beach Gardens | FL | 03/2012 | 01/2017 |
| Pinnacle Financial Planning, Llc | Heathsville | VA | 05/2014 | Present |
| Brooklight Place Securities, Inc. | Downers Grove | IL | 02/2017 | 09/2020 |
| Fortune Financial Services | Monaca | PA | 09/2020 | Present |
1) NAME OF BUSINESS: INTERACTIVE FINANCIAL ADVISORS, INC.; NATURE OF BUSINESS: INVESTMENT ADVISORY; LOCATION: 625 N. MICHIGAN AVE, SUITE 1710, CHICAGO, IL 60611; TITLE: INVESTMENT ADVISORY ADVISOR; START DATE: 01/2003; APPROXIMATE NUMBER OF HOURS PER MONTH: 100; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 5. 2) NAME OF BUSINESS: PINNACLE FINANCIAL PLANNING, LLC; NATURE OF BUSINESS: SALES AND SERVICE OF FIXED INSURANCE, LIFE INSURANCE, MEDICARE SUPPLEMENT, MEDICARE ADVANTAGE PRESCRIPTION DRUG PLANS; LOCATION: 916 CANVASBACK LANE, HEATHSVILLE, VA 22473; TITLE: AGENT; START DATE: 05/2014; APPROXIMATE NUMBER OF HOURS PER MONTH: 40; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 2. 3)NAME OF BUSINESS: PINNACLE FINANCIAL PLANNING, LLC; NATURE OF BUSINESS: TAX PREPARATION; LOCATION: 916 CANVASBACK LANE, HEATHSVILLE, VA 22473; TITLE: OWNER; START DATE: 2/1/2020; APPROXIMATE HOURS/MONTH: VARIES; NUMBER OF HOURS DURING TRADING: VARIES 4)NAME OF BUSINESS: PINNACLE FINANCIAL PLANNING, LLC; NATURE OF BUSINESS: COLLEGE PLANNING; LOCATION: 916 CANVASBACK LANE, HEATHSVILLE, VA 22473; TITLE: OWNER; START DATE: 2/1/2023; APPROXIMATE HOURS/MONTH: VARIES; NUMBER OF HOURS DURING TRADING: VARIES 5)Northumberland County Public School - Varsity Head Soccer Coach - 6958 Northumberland Highway, Heathsville Va 22473 - start Feb 2024 - 12-20 Hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-30 |
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