DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at PINNACLE FAMILY ADVISORS, LLC
Creve Coeur, MO | SPRINGFIELD, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PINNACLE FAMILY ADVISORS, LLC | Independent wealth | Oct 1, 2020 | n/a | yes | Creve Coeur, MO|SPRINGFIELD, MO | Current employment |
| RFG ADVISORY, LLC | Independent wealth | Aug 11, 2014 | Oct 1, 2020 | no | CREVE COEUR, MO | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 26, 2013 | Oct 30, 2015 | no | CREVE COEUR, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RFG ADVISORY, LLC | PINNACLE FAMILY ADVISORS, LLC | Oct 1, 2020 | Oct 1, 2020 | 0 | Firm change | RIA to RIA |
| LPL FINANCIAL LLC | RFG ADVISORY, LLC | Oct 30, 2015 | Aug 11, 2014 | -445 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:158401:MO:2015-10-28 | Oct 30, 2015 | Aug 11, 2014 | CREVE COEUR, MO | Firm change after gap |