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Alexandra Romeo Boyles

Alpha Capital Family Office, LLC

Greenwood Village, CO

CRD 7011084

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Employer firm

Alpha Capital Family Office, LLC CRD 307521

$296M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • CONSULTING

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

Current Employers
Alpha Capital Family Office, Llc

5750 S. Ulster Circle East Suite 300, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
TX RA APPROVED 2024-07-24
  • CO RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2024-07-24

Branch Locations

5750 S. Ulster Circle East Suite 300, Greenwood Village, CO 80111 • 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
Jpmorgan Chase Bank Na Dallas TX 08/2018 10/2022
Jpmorgan Securities Llc Dallas TX 08/2018 10/2022
United States District Court, Northern District Of Texas Dallas TX 01/2017 04/2017
Condon Tobin Sladek Thornton Dallas TX 05/2017 07/2017
United States Department Of Labor Dallas TX 07/2017 08/2017
United States Department Of Justice, Tax Division Dallas TX 08/2017 12/2017
Dallas Cowboys Football Club, Ltd Dallas TX 01/2018 05/2018
Unemployed Dallas TX 09/2016 12/2016
Citigroup Denver CO 11/2022 07/2024
Alpha Capital Family Office, Llc Greenwood Village CO 07/2024 Present
  • 08/2018 → 10/2022
    Jpmorgan Chase Bank Na
    Dallas, TX
  • 08/2018 → 10/2022
    Jpmorgan Securities Llc
    Dallas, TX
  • 01/2017 → 04/2017
    United States District Court, Northern District Of Texas
    Dallas, TX
  • 05/2017 → 07/2017
    Condon Tobin Sladek Thornton
    Dallas, TX
  • 07/2017 → 08/2017
    United States Department Of Labor
    Dallas, TX
  • 08/2017 → 12/2017
    United States Department Of Justice, Tax Division
    Dallas, TX
  • 01/2018 → 05/2018
    Dallas Cowboys Football Club, Ltd
    Dallas, TX
  • 09/2016 → 12/2016
    Unemployed
    Dallas, TX
  • 11/2022 → 07/2024
    Citigroup
    Denver, CO
  • 07/2024 → Present
    Greenwood Village, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-05
S63 Uniform Securities Agent State Law Examination 2018-12-03
  • S66 Uniform Combined State Law Examination
    2023-01-05
  • S63 Uniform Securities Agent State Law Examination
    2018-12-03
Other Names
  • Alexandra Romeo
  • Alexandra Lauren Romeo
  • Alexandra L. Romeo
  • Alexandra L. Romeo Boyles

View on SEC IAPD

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