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.

Current firm

PINNACLE INVESTMENTS, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

6

Exams

S66

First exam

Apr 4, 2025

First registration

Apr 17, 2025

Dual registered

yes, broker-dealer

Other names

Joshua Leana|Joshua C Leana

IAPD individual key

8049264

• Occurred

  Aug 20, 2026
  Advisor changed firm

  Joshua Leana left Equitable Advisors, Llc for Pinnacle Investments, Llc (registered 2026-08-17)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:43a0606e-8b74-6113-f4ed-e617962822f7

First observed

Apr 17, 2025

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.