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Connor Dale Keim

Captrust

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 2026-02-24
TX RA APPROVED 2026-02-23
  • CA RA
    APPROVED
    Since 2026-02-24
  • TX RA
    APPROVED
    Since 2026-02-23

Branch Locations

1124 Bristol Street, 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
University Of Nebraska Lincoln NE 01/2016 12/2017
Nmotion Lincoln NE 05/2017 08/2017
Baylor Evnen Lincoln NE 01/2017 08/2017
Alpha Cubed Investments, Llc Irvine CA 01/2018 05/2020
Alpha Cubed Investments, Llc Irvine CA 06/2020 12/2023
Alpha Cubed Investments, Llc Irvine CA 12/2023 01/2026
Capfinancial Partners, Llc. (Captrust) Raleigh NC 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-17
  • S65 Uniform Investment Adviser Law Examination
    2018-02-17
Designations

View on SEC IAPD

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