RAITE DANIEL FRANCIS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. RAITE DANIEL FRANCIS appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | PINNACLE INVESTMENTS, LLC | CURRENT | EAST SYRACUSE, NY |
| — | Form ADV | PINNACLE ADVISORS LLC | MEMBER | EAST SYRACUSE, NY |
| — | Form ADV | PINNACLE CAPITAL MANAGEMENT, LLC | SHAREHOLDER | EAST SYRACUSE, NY |
| — | Form ADV | PINNACLE INVESTMENTS, INC. | VICE PRESIDENT | E. SYRACUSE, NY |
| — | Form ADV | CONFIDENTIAL PLANNING I, LLC | MANAGING MEMBER | EAST SYRACUSE, NY |