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Anthony Olmos

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 2026-02-19
  • CA RA
    APPROVED
    Since 2026-02-19

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 2022-07-01
  • CA RA
    APPROVED
    Since 2022-07-01

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
Sears Fresno CA 10/2016 02/2017
Blaze Pizza Fresno CA 02/2017 06/2017
Fresno City College Fresno CA 03/2016 07/2016
Clovis Community College Fresno CA 08/2016 05/2017
California State University, Fresno Fresno CA 06/2017 01/2019
Raymond James Financial Services Advisors Fresno CA 11/2018 09/2021
Alpha Cubed Investments Irvine CA 06/2022 12/2023
Uc Irvine Irvine CA 09/2021 06/2022
Alpha Cubed Investments, Llc Irvine CA 12/2023 01/2026
Capfinancial Partners, Llc. (Captrust) Raleigh NC 01/2026 Present
  • 10/2016 → 02/2017
    Sears
    Fresno, CA
  • 02/2017 → 06/2017
    Blaze Pizza
    Fresno, CA
  • 03/2016 → 07/2016
    Fresno City College
    Fresno, CA
  • 08/2016 → 05/2017
    Clovis Community College
    Fresno, CA
  • 06/2017 → 01/2019
    California State University, Fresno
    Fresno, CA
  • 11/2018 → 09/2021
    Raymond James Financial Services Advisors
    Fresno, CA
  • 06/2022 → 12/2023
    Alpha Cubed Investments
    Irvine, CA
  • 09/2021 → 06/2022
    Uc Irvine
    Irvine, CA
  • 12/2023 → 01/2026
    Alpha Cubed Investments, Llc
    Irvine, CA
  • 01/2026 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-11-25
S65 Uniform Investment Adviser Law Examination 2019-04-01
  • S63 Uniform Securities Agent State Law Examination
    2019-11-25
  • S65 Uniform Investment Adviser Law Examination
    2019-04-01
Designations

View on SEC IAPD

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