William Eugene Davis

Employer firm

Pinnacle Capital Advisors CRD 309118

Reported services (Item 5G)

• Financial planning
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 08/2018
  Five 9 Securities, Llc
  Los Angeles, CA
• 05/2018 → 12/2018
  Saxony Capital Management
  St. Louis, MO
• 05/2020 → Present
  Pinnacle Capital Advisors, Llc
  Long Beach, CA
• 08/2018 → Present
  Pinnacle Capital Securities, Llc
  Long Beach, CA
• 10/2023 → 12/2025
  Sentinel Stone Financial, Llc
  Eagle, ID
• 05/2026 → Present
  Brand Forward Llc
  Eagle, ID

Previous Registrations

• 2018-05-23 → 2018-12-31
  Saxony Capital Management, Llc
  Maria Del Rey, CA
  Saint Louis, MO
• 2015-06-01 → 2016-05-25
  Aaron Capital Incorporated
  Southport, CT
  Carlsbad, CA
  Columbus, GA
• 2012-05-15 → 2015-05-03
  The Options Group, Llc
  Memphis, TN
• 2007-12-10 → 2012-05-31
  Lpl Financial Llc
  Mclean, VA
  Fort Mill, SC
  Memphis, TN
• 2000-09-15 → 2007-12-11
  Osaic Fa, Inc.
  Vienna, VA
  Memphis, TN
  Vienna, VA

Other Businesses

1. Pinnacle Capital Holding, LLC. Non-Investment related. 4105 E Broadway, Suite 102, Long Beach, CA 90803. Holding Company of Pinnacle Capital Securities, LLC for the control of existing business entities; Sole Shareholder, 9/17/18, 1-2 hours/month and during trading hours. Duties are related to management. 2. Insurance Agent. Non-Investment related. 4105 E Broadway, Suite 102, Long Beach, CA 90803. From 1/1/2014 To present. 1-2 hrs per month, none during trading hrs. CA Insurance license #0I49363 3. Brand Forward LLC. Non-Investment related. 1093 East Iron Eagle Drive, Suite 125, Eagle, ID 83616. A marketing firm that provides brand consulting advice to businesses that serve the wealth management community. Founder & Principal. From 5/1/2026 to present. 10 hrs per month, none during trading hrs. Develop new business, evaluate brand effectiveness, help develops copyright and brand messaging content.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-03-30
• S65 Uniform Investment Adviser Law Examination
  2000-08-16

Other Names

• Bill Davis
• William Davis