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Reading the graph
Advisor at CAPTRUST
Costa Mesa, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Captrust | Institutional manager | Feb 17, 2026 | n/a | yes | Costa Mesa, CA | Current employment |
| ALPHA CUBED INVESTMENTS, LLC | Former SEC adviser | Dec 11, 2012 | Apr 30, 2026 | no | NEWPORT BEACH, CA|COSTA MESA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALPHA CUBED INVESTMENTS, LLC | Captrust | Apr 30, 2026 | Feb 17, 2026 | -72 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 159347:175112:CA:2026-04-30 | Apr 30, 2026 | Feb 17, 2026 | COSTA MESA, CA | Firm change after gap |