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Inactive

Kristina Joan Cagle

Alphacore Capital LLC

Lincoln, CA

La Jolla, CA

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Current Employers
Alphacore Capital Llc

1200 Prospect St Suite 200, La Jolla, CA 92037 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-09-26
NY RA APPROVED 2021-11-30
TX RA APPROVED 2021-05-07
CA RA APPROVED 2020-09-28
  • UT RA
    APPROVED
    Since 2024-09-26
  • NY RA
    APPROVED
    Since 2021-11-30
  • TX RA
    APPROVED
    Since 2021-05-07
  • CA RA
    APPROVED
    Since 2020-09-28

Branch Locations

Lincoln, CA • United States

1200 Prospect St Suite 200, La Jolla, CA 92037 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Altegris Investments Inc. La Jolla CA 10/2012 04/2017
Fidelity Investments Roseville CA 05/2017 07/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 07/2019
Altegris/Artivest La Jolla CA 07/2019 09/2020
Alphacore Capital Llc La Jolla CA 09/2020 Present
  • 10/2012 → 04/2017
    Altegris Investments Inc.
    La Jolla, CA
  • 05/2017 → 07/2019
    Fidelity Investments
    Roseville, CA
  • 07/2018 → 07/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 07/2019 → 09/2020
    Altegris/Artivest
    La Jolla, CA
  • 09/2020 → Present
    Alphacore Capital Llc
    La Jolla, CA
Previous Registrations
  • 2019-07-11 → 2020-09-04
    Altegris Advisors, Llc
    Rocklin, CA
  • 2018-07-13 → 2019-07-10
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-06-02 → 2018-07-13
    Strategic Advisers Llc
    Roseville, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-27
S63 Uniform Securities Agent State Law Examination 2013-06-10
  • S65 Uniform Investment Adviser Law Examination
    2017-05-27
  • S63 Uniform Securities Agent State Law Examination
    2013-06-10
Other Names
  • Kristina Joan Graf

View on SEC IAPD

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