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5750 S. Ulster Circle East Suite 300, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-03-04 |
| TX | RA | APPROVED_RES | 2020-03-04 |
Branch Locations
5750 S. Ulster Circle East, Greenwood Village, CO 80111 • United States
5750 S. Ulster Circle East Suite 300, Greenwood Village, CO 80111 • United States
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Centennial | CO | 07/2015 | 10/2017 |
| Gallacher Capital Management, Llc | Lone Tree | CO | 07/2015 | 07/2016 |
| Alpha Capital Management Group Llc | Centennial | CO | 05/2016 | 03/2020 |
| Lpl Financial, Llc | Centennial | CO | 11/2017 | 09/2018 |
| Alpha Capital Family Office | Greenwood Village | CO | 03/2020 | Present |
1. 11/30/2017 - DD CAPITAL, MANAGING MEMBER, LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 1%/ GREENWOOD VILLAGE, CO. 2. ALPHA CAPITAL WEALTH PLANNING, LLC, OWNER- DORMANT ENTITY 3. Ulster Circle Partners- Member, serves as the ownership entity of real estate where ACFO is located. 4. BOARD MEMBER. POSITIVITEE/ NO CHECK WRITING AUTHORITY/ NOT INVESTMENT RELATED 1%/ GREENWOOD VILLAGE, CO. 5. BOARD MEMBER & TRUSTEE/ GREATER COLORADO COUNCIL, BOY SCOUTS OF AMERICA/ NOT CURRENT CLIENT OF ACFO / 1%/ GREENWOOD VILLAGE, CO. 6. BOARD OF GOVERNORS MEMBER/ EISENHOWER HEALTH FOUNDATION/ NO CHECK WRITING AUTHORITY/ NOT INVESTMENT RELATED/ 1% / GREENWOOD VILLAGE, CO. 7. MEMBER OF ONE-FAMILTY BUSINESS INSTITUE, LLC./ NOT INVESTMENT RELATED/ 5%/ NON-PROFIT ORGANIZATION/ GREENWOOD VILLAGE, CO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-13 |
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