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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
2 disclosure categories 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 |
|---|---|---|---|---|
| Alpha Cubed Investments, Llc | Irvine | CA | 12/2011 | 01/2026 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 01/2026 | Present |
1.) TWT Farms; non investment-related; Aquaduct rd. (APN #127-110) Bonsall, CA 92003; avocado farm; owner; since 04/2021; apprx. 5 hours per month 2.) Walsh Rentals AZ, LLC; non-investment related; 8726 E. Monterey Way, Scottsdale, AZ 85251; rental property; 50% Owner; Since 03/2023; 0-2 hours per month; 0 hours during trading; Air bnb rental property 3.) TWT Holdings; non investment related; 18 Via Sienna Dana Point, CA 92629; commercial property; 100% owner; Since 01/2024; 0-2 hours per month; 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-22 |
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