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Cameron Neil Kirdahy

Captrust

Costa Mesa, CA

Alpha Cubed Investments, LLC

Costa Mesa, CA

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-17
  • CA RA
    APPROVED
    Since 2026-02-17

Branch Locations

1124 Bristol Street, Costa Mesa, CA 92626 • United States

Alpha Cubed Investments, Llc

1124 Bristol St., Costa Mesa, CA 92626 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-25
  • CA RA
    APPROVED
    Since 2025-06-25

Branch Locations

1124 Bristol St., Costa Mesa, CA 92626 • 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
Alpha Cubed Investments, Llc Irvine CA 07/2022 03/2025
Alpha Cubed Investments, Llc Costa Mesa CA 03/2025 01/2026
Advisor Assist, Llc Marshfield MA 07/2019 06/2022
Roht Marine Marshfield MA 05/2017 09/2019
University Of Massachusetts, Amherst Amherst MA 08/2017 12/2021
Marshfield High School Marshfield MA 08/2013 05/2017
Stocksquirrel.cOm Marshfield MA 05/2019 09/2019
Seedepth Marketing Analytics Marshfield MA 01/2017 05/2017
Capfinancial Partners, Llc. (Captrust) Raleigh NC 01/2026 Present
  • 07/2022 → 03/2025
    Alpha Cubed Investments, Llc
    Irvine, CA
  • 03/2025 → 01/2026
    Alpha Cubed Investments, Llc
    Costa Mesa, CA
  • 07/2019 → 06/2022
    Advisor Assist, Llc
    Marshfield, MA
  • 05/2017 → 09/2019
    Roht Marine
    Marshfield, MA
  • 08/2017 → 12/2021
    University Of Massachusetts, Amherst
    Amherst, MA
  • 08/2013 → 05/2017
    Marshfield High School
    Marshfield, MA
  • 05/2019 → 09/2019
    Stocksquirrel.cOm
    Marshfield, MA
  • 01/2017 → 05/2017
    Seedepth Marketing Analytics
    Marshfield, MA
  • 01/2026 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-24
  • S65 Uniform Investment Adviser Law Examination
    2025-06-24

View on SEC IAPD

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