# RAITE DANIEL FRANCIS

RAITE DANIEL FRANCIS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 5 filing roles across Form ADV (5).

## Filings (5)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [PINNACLE INVESTMENTS, LLC](https://search.stillhousedata.com/firm/142910) | CURRENT | EAST SYRACUSE, NY |
| — | Form ADV | [PINNACLE ADVISORS LLC](https://search.stillhousedata.com/firm/107275) | MEMBER | EAST SYRACUSE, NY |
| — | Form ADV | [PINNACLE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/141661) | SHAREHOLDER | EAST SYRACUSE, NY |
| — | Form ADV | [PINNACLE INVESTMENTS, INC.](https://search.stillhousedata.com/firm/40686) | VICE PRESIDENT | E. SYRACUSE, NY |
| — | Form ADV | [CONFIDENTIAL PLANNING I, LLC](https://search.stillhousedata.com/firm/145807) | MANAGING MEMBER | EAST SYRACUSE, NY |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.