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RIA / WealthAdvisor19 years in industry

ROBERT PATRICK PACHCIARZ

Advisor at PINNACLE FINANCIAL PLANNING

AURORA, IL

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Search this name across graphsid dfx:ria:01c4a08b-2dd2-8255-e60d-20d89ac081e1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Mar 4, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PINNACLE FINANCIAL PLANNING
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 14, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 14, 2007
First registration: Mar 4, 2011
Dual registered: no
Other names: PATRICK PACHCIARZ|ROBERT PATRICK PACHCIARZ
IAPD individual key: 5337955

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PINNACLE FINANCIAL PLANNING	State registered	May 18, 2026	n/a	yes	AURORA, IL	Current employment
PINNACLE FINANCIAL PLANNING	State registered	May 2, 2022	Dec 31, 2024	no	AURORA, IL	Previous registration
ELEVATED CAPITAL ADVISORS, LLC	Independent wealth	Dec 21, 2021	Aug 8, 2024	no	Aurora, IL\|DRAPER, UT	Previous registration
SUPREME ALLIANCE LLC	Independent wealth	Jan 2, 2020	Mar 16, 2021	no	CHARLOTTE, NC\|Plainfield, IL\|CHARLOTTE, NC	Previous registration
IHT WEALTH MANAGEMENT LLC	Bd affiliated wealth	Sep 26, 2018	Nov 13, 2019	no	Naperville, IL\|CHICAGO, IL	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Sep 21, 2018	no	NAPERVILLE, IL\|NAPERVILLE, IL\|AURORA, IL\|AURORA, IL\|AURORA, IL\|AURORA, IL\|NAPERVILLE, IL	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Mar 4, 2011	Oct 1, 2012	no	NAPERVILLE, IL\|ROMEOVILLE, IL\|AURORA, IL\|NAPERVILLE, IL\|ROMEOVILLE, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ELEVATED CAPITAL ADVISORS, LLC	PINNACLE FINANCIAL PLANNING	Aug 8, 2024	May 2, 2022	-829	Firm change after gap	RIA to state RIA
SUPREME ALLIANCE LLC	ELEVATED CAPITAL ADVISORS, LLC	Mar 16, 2021	Dec 21, 2021	280	Firm change	RIA to RIA
IHT WEALTH MANAGEMENT LLC	SUPREME ALLIANCE LLC	Nov 13, 2019	Jan 2, 2020	50	Firm change	RIA to RIA
J.P. MORGAN SECURITIES LLC	IHT WEALTH MANAGEMENT LLC	Sep 21, 2018	Sep 26, 2018	5	Firm change	Wirehouse to RIA
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other

Relationships

Registered with (6)

→ PINNACLE FINANCIAL PLANNINGRegistered adviserregistration: previous registration
May 2, 2022 to Dec 31, 2024factForm ADV
→ ELEVATED CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 21, 2021 to Aug 8, 2024factForm ADV
→ SUPREME ALLIANCE LLCRegistered adviserregistration: previous registration
Jan 2, 2020 to Mar 16, 2021factForm ADV
→ IHT WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Sep 26, 2018 to Nov 13, 2019factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Sep 21, 2018factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Mar 4, 2011 to Oct 1, 2012factForm ADV

Dated events

Occurred
Aug 8, 2024
Advisor changed firm
Robert Patrick Pachciarz left Elevated Capital Advisors, Llc for Pinnacle Financial Planning (registered 2022-05-02)
Form ADVobserved 5 days ago