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1200 Prospect St Suite 200, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-03-13 |
| MD | RA | APPROVED | 2025-11-04 |
| TX | RA | APPROVED | 2025-11-04 |
Branch Locations
3202 Tower Oaks Blvd. Ste. 400, Rockville, MD 20852-4219 • United States
1200 Prospect St Suite 200, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Rockville | MD | 05/2016 | 09/2024 |
| Spc Financial, Inc. | Rockville | MD | 07/2015 | 11/2025 |
| Alphacore Capital Llc | La Jolla | CA | 11/2025 | Present |
(1) Name of Business: Rental Property; Address: North Potomac, MD; Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 12/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Landlord (2) Producing agent for an affiliate of the Adviser, AlphaCore Insurance Services, an insurance agency as of November 2025. Investment related activities as an insurance agent. May conducts insurance agent activities from 1200 Prospect St. Ste. 200 La Jolla, CA 92037. Adviser may offer insurance products and services to clients of the Adviser. Anticipated to spend approximately 1-3 hours per week during trading hours on these activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-13 |
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