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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-20 |
Branch Locations
1660 Hotel Circle N, Suite 304, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpha Global Investments | San Diego | CA | 10/2010 | Present |
| Forthright Capital Advisory | Las Vegas | NV | 05/2023 | Present |
| Forthright Capital Partners | Las Vegas | NV | 05/2023 | Present |
1.) ALPHA GLOBAL INVESTMENTS LLC - 10/12/2010 - 1660 Hotel Circle N, Suite 304, San Diego, CA 92108 - President, Sales, Invt Rel, RIA business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) INDEPENDENT INSURANCE AGENT - 5/8/2025 - 1660 Hotel Circle N, Suite 304, San Diego, CA 92108 - Agent, Selling life & FIA, Not Invt Rel, Insurance business, 10 hrs/mo; 0 hrs/mo (during trading hours). 3) Forthright Capital Partners, LLC, investment related, 7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128, Insurance Agency, Insurance Agent, Start Date 07/2023, 160 hours per month and 120 during securities trading hours, Solicitation of individual life insurance and fixed annuity products to consumers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-23 |
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