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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-19 |
| TX | RA | APPROVED_RES | 2026-02-18 |
Branch Locations
1124 Bristol St., Costa Mesa, CA 92626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Churchill Management | Los Angeles | CA | 09/2009 | 02/2019 |
| Alpha Cubed Investments | Irvine | CA | 02/2019 | 05/2021 |
| Unemployed | Laguna Beach | CA | 05/2021 | 01/2022 |
| Alpha Cubed Investments | Irvine | CA | 01/2022 | 01/2026 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-02 |
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