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109 Holiday Ct Suite A6, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2021-01-04 |
Branch Locations
10301 Maumelle Blvd, North Little Rock, AR 72113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Wealth Management Group | Little Rock | AR | 11/2009 | Present |
| Brookstone Capital Management | Wheaton | IL | 07/2010 | 01/2020 |
| Optivise Advisory Services | Franklin | TX | 01/2020 | Present |
ARKANSAS FINANCIAL CONSULTANTS, INC. APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS. HAS ENROLLED IN THE PLANMYBENEFIT.COM SOCIAL SECURITY COUNSELOR NETWORK. College Funding Solutions, Inc., Independent Representative providing services to help families and students through the college funding process. Arkansas College Planning Group - President September 1, 2018 to Present: organizes and presents pre-college help with ACT, SAT, and possible lower tuition.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-11-09 |
| S65 | Uniform Investment Adviser Law Examination | 2010-06-29 |
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