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Current Employers
Toups Capital Advisors Llc

Truckee, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-05
  • CA RA
    APPROVED
    Since 2025-11-05

Branch Locations

Truckee, CA • 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
Pennsylvania Coordinated Campaign Pittsburgh PA 07/2016 11/2016
Mckinsey & Company New York NY 03/2017 07/2017
Cheryl Turpin For Virginia Beach Virginia Beach VA 07/2017 11/2017
Helmer For Virginia Fairfax VA 11/2017 02/2018
Student Washington DC 03/2018 05/2018
Blueprint Interactive Washington DC 06/2018 11/2018
Self Employed Web Developer Washington DC 12/2018 07/2019
Ordway Labs Washington DC 07/2019 01/2020
Alloy Pbc Washington DC 01/2020 02/2021
Civitech Austin TX 04/2021 10/2021
Swayable San Francisco CA 10/2021 06/2024
Toups Capital Advisors Llc Truckee CA 09/2022 Present
N/A N/A XX 12/2016 02/2017
  • 07/2016 → 11/2016
    Pennsylvania Coordinated Campaign
    Pittsburgh, PA
  • 03/2017 → 07/2017
    Mckinsey & Company
    New York, NY
  • 07/2017 → 11/2017
    Cheryl Turpin For Virginia Beach
    Virginia Beach, VA
  • 11/2017 → 02/2018
    Helmer For Virginia
    Fairfax, VA
  • 03/2018 → 05/2018
    Student
    Washington, DC
  • 06/2018 → 11/2018
    Blueprint Interactive
    Washington, DC
  • 12/2018 → 07/2019
    Self Employed Web Developer
    Washington, DC
  • 07/2019 → 01/2020
    Ordway Labs
    Washington, DC
  • 01/2020 → 02/2021
    Alloy Pbc
    Washington, DC
  • 04/2021 → 10/2021
    Civitech
    Austin, TX
  • 10/2021 → 06/2024
    Swayable
    San Francisco, CA
  • 09/2022 → Present
    Truckee, CA
  • 12/2016 → 02/2017
    N/A
    N/A, XX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-18
  • S65 Uniform Investment Adviser Law Examination
    2022-11-18

View on SEC IAPD

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