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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpha Cubed Investments, Llc | Irvine | CA | 12/2017 | 05/2020 |
| Alpha Cubed Investments, Llc | Irvine | CA | 09/2015 | 12/2017 |
| Newport Wealth Strategies | Irvine | CA | 06/2016 | 02/2021 |
| Alpha Cubed Investments, Llc | Irvine | CA | 06/2020 | 01/2026 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-08 |
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