PINNACLE FINANCIAL PLANNING, LLC
CRD #143444 SEC #801-67711 MOORE, SC 864-590-3631
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
5
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 15, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILSON, DANIEL, RAND | I | OWNER/CEO | E | Control |
| WILSON, DANIEL, RAND | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 15, 2007 REGISTERED
Notice Filings (1)
SC
Address
610 S. SERENA HILLS DRIVEMOORE, SC 29369
USA
Phone: 864-590-3631