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1200 Prospect St Suite 200, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-09-10 |
| SC | RA | APPROVED | 2023-01-26 |
| CT | RA | APPROVED | 2023-01-11 |
| CA | RA | APPROVED | 2023-01-06 |
| TX | RA | APPROVED | 2023-01-06 |
Branch Locations
1200 Prospect St Suite 200, La Jolla, CA 92037 • United States
Bluffton, SC • United States
500 West Putnam Avenue, Suite 400, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Magnolia Lane Financial Advisors Llc | Riverside | CT | 04/2015 | 02/2023 |
| Alphacore Capital Llc | La Jolla | CA | 01/2023 | 02/2025 |
| Alphacore Capital Llc | La Jolla | CA | 02/2025 | Present |
Jesuit Foundation Trust; Non-investment related business (charitable) but position is investment related; USA East Province of the Society of Jesus. 39 East 83rd St. New York, NY 10028; Board member on Investment Committee; Advisory capacity for the Investment Committee; 1/23; 2 hours per month, none during trading hours; Providing input and advice on the management of the foundation assets. Vista Equity Partners; Investment related; 50 Hudson Yards, Fl. 77, NY, NY 10001; Registered investment adviser; Member of RIA advisory board; 5/25; 1 hour per month, none during trading hours; Institutional relationship feedback and advice.
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