DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CAPTRUST
Las Vegas, NV
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 16, 2026 | n/a | yes | Las Vegas, NV | Current employment |
| ALPHA CUBED INVESTMENTS, LLC | Former SEC adviser | Feb 24, 2012 | Apr 30, 2026 | no | NEWPORT BEACH, CA|COSTA MESA, CA|Agoura Hills, CA | Previous registration |
| TRW INVESTMENTS | Former SEC adviser | Apr 7, 2009 | Nov 6, 2012 | no | LOS ANGELES, CA | Previous registration |
| GAK INVESTMENTS, LLC | n/a | Feb 3, 2009 | Apr 3, 2009 | no | LOS ANGELES, CA | Previous registration |
| GAK INVESTMENTS, LLC | n/a | Jan 24, 2008 | Jan 30, 2009 | no | LOS ANGELES, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 9, 2002 | Feb 29, 2008 | no | ENCINO, CA|LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALPHA CUBED INVESTMENTS, LLC | Captrust | Apr 30, 2026 | Feb 16, 2026 | -73 | Firm change after gap | Other |
| TRW INVESTMENTS | ALPHA CUBED INVESTMENTS, LLC | Nov 6, 2012 | Feb 24, 2012 | -256 | Firm change after gap | Other |
| GAK INVESTMENTS, LLC | TRW INVESTMENTS | Apr 3, 2009 | Apr 7, 2009 | 4 | Firm change | Other |
| LPL FINANCIAL LLC | GAK INVESTMENTS, LLC | Feb 29, 2008 | Jan 24, 2008 | -36 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 159347:175112:CA:2026-04-30 | Apr 30, 2026 | Feb 16, 2026 | AGOURA HILLS, CA | Firm change after gap |