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Morgan Elizabeth Evans

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

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 San Diego San Diego CA 09/2019 05/2023
Convergent Capital Newport Beach CA 06/2021 08/2022
Alpha Cubed Investments, Llc Irvine CA 06/2023 01/2026
Los Alamitos High School Los Alamitos CA 08/2015 06/2019
Capfinancial Partners, Llc. (Captrust) Costa Mesa CA 01/2026 Present
  • 09/2019 → 05/2023
    University Of San Diego
    San Diego, CA
  • 06/2021 → 08/2022
    Convergent Capital
    Newport Beach, CA
  • 06/2023 → 01/2026
    Alpha Cubed Investments, Llc
    Irvine, CA
  • 08/2015 → 06/2019
    Los Alamitos High School
    Los Alamitos, CA
  • 01/2026 → Present
    Capfinancial Partners, Llc. (Captrust)
    Costa Mesa, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-24
  • S65 Uniform Investment Adviser Law Examination
    2023-07-24

View on SEC IAPD

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