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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-17 |
| TX | RA | APPROVED_RES | 2026-02-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpha Cubed Investments, Llc | Irvine | CA | 01/2023 | 01/2026 |
| Alpha Cubed Investments, Llc | Irvine | CA | 11/2012 | 01/2023 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-10-24 |
| S65 | Uniform Investment Adviser Law Examination | 1992-07-28 |
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