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

Nov 24, 1980earliest registration or exam on IAPD

Years in industry

45derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

5

Exams

S65|S63

First exam

Nov 24, 1980

First registration

Mar 3, 2014

Dual registered

yes, broker-dealer

Other names

RAYMOND STANLEY BECK|RAYMOND STANLEY BECK

IAPD individual key

16205

• Occurred

  Jan 5, 2023
  Advisor changed firm

  Raymond S. Beck left Morgan Stanley for Pinnacle Investments, Llc (registered 2022-12-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:856537dd-fea4-93d1-75e1-700c63773377

First observed

Mar 3, 2014

Last observed

Sep 15, 2026 6 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.