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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

WILLIAM EUGENE DAVIS

Advisor at PINNACLE CAPITAL ADVISORS

LONG BEACH, CA

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Search this name across graphsid dfx:ria:af1bcd53-db3b-6ab7-9795-e2463136d903

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Sep 15, 2000 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PINNACLE CAPITAL ADVISORS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 16, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Aug 16, 2000
First registration: Sep 15, 2000
Dual registered: yes, broker-dealer
Other names: BILL DAVIS|WILLIAM DAVIS
IAPD individual key: 3188964

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PINNACLE CAPITAL ADVISORS	State registered	Jul 1, 2020	n/a	yes	LONG BEACH, CA	Current employment
SAXONY CAPITAL MANAGEMENT, LLC	Independent wealth	May 23, 2018	Dec 31, 2018	no	Maria del Rey, CA\|SAINT LOUIS, MO	Previous registration
AARON CAPITAL INCORPORATED	n/a	Jun 1, 2015	May 25, 2016	no	Southport, CT\|Carlsbad, CA\|COLUMBUS, GA	Previous registration
THE OPTIONS GROUP, LLC	n/a	May 15, 2012	May 3, 2015	no	MEMPHIS, TN	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 10, 2007	May 31, 2012	no	MCLEAN, VA\|FORT MILL, SC\|MEMPHIS, TN	Previous registration
OSAIC FA, INC.	Former SEC adviser	Sep 15, 2000	Dec 11, 2007	no	VIENNA, VA\|MEMPHIS, TN\|VIENNA, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SAXONY CAPITAL MANAGEMENT, LLC	PINNACLE CAPITAL ADVISORS	Dec 31, 2018	Jul 1, 2020	548	Firm change after gap	RIA to state RIA
AARON CAPITAL INCORPORATED	SAXONY CAPITAL MANAGEMENT, LLC	May 25, 2016	May 23, 2018	728	Firm change after gap	Other
THE OPTIONS GROUP, LLC	AARON CAPITAL INCORPORATED	May 3, 2015	Jun 1, 2015	29	Firm change	Other
LPL FINANCIAL LLC	THE OPTIONS GROUP, LLC	May 31, 2012	May 15, 2012	-16	Firm change	Other
OSAIC FA, INC.	LPL FINANCIAL LLC	Dec 11, 2007	Dec 10, 2007	-1	Firm change	Other

Relationships

Registered with (6)

→ PINNACLE CAPITAL ADVISORSRegistered adviserregistration: current employment
Jul 1, 2020 to presentfactForm ADV
→ SAXONY CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 23, 2018 to Dec 31, 2018factForm ADV
→ AARON CAPITAL INCORPORATEDRegistered adviserregistration: previous registration
Jun 1, 2015 to May 25, 2016factForm ADV
→ THE OPTIONS GROUP, LLCRegistered adviserregistration: previous registration
May 15, 2012 to May 3, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 10, 2007 to May 31, 2012factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Sep 15, 2000 to Dec 11, 2007factForm ADV

Dated events

No dated event names this entity yet.