DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Feed of 09/14/2026
Also filed as Doni Lea Cullen
At current firm
0 y
since Mar 12, 2026
In the industry
24 y
since Sep 24, 2001 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Captrust institutional currentsince Mar 12, 2026 · Scottsdale,, Az
- Alpha Cubed Investments, LLC formerApr 6, 2022 to Apr 30, 2026 · Costa Mesa, Ca
- Empowerment Financial Group formerDec 1, 2021 to Mar 7, 2022 · Scottsdale, Az
- Solutions First Financial Group unclassifiedOct 19, 2021 to Nov 11, 2021 · Scottsdale, Az
- Ae Wealth Management, LLC BD affiliatedJul 26, 2021 to Nov 12, 2021 · Scottsdale, Az
- Empowerment Financial Group formerDec 1, 2017 to Dec 15, 2020 · Scottsdale, Az
Moves
a registration end followed by a registration begin elsewhere
- Alpha Cubed Investments, LLC to Captrustleft Apr 30, 2026, registered Mar 12, 2026 (-49 days) · Other
- Empowerment Financial Group to Alpha Cubed Investments, LLCleft Mar 7, 2022, registered Apr 6, 2022 (30 days) · RIA to RIA
- Ae Wealth Management, LLC to Solutions First Financial Groupleft Nov 12, 2021, registered Oct 19, 2021 (-24 days) · Other
- Solutions First Financial Group to Empowerment Financial Groupleft Nov 11, 2021, registered Dec 1, 2021 (20 days) · Other
- Empowerment Financial Group to Ae Wealth Management, LLCleft Dec 15, 2020, registered Jul 26, 2021 (223 days) · RIA to affiliated broker-dealer or bank
Signals
- Doni Lea Langston left Alpha Cubed Investments, Llc for Captrust (registered 2026-03-12)Apr 30, 2026 · Advisor changed firm · fact
- Doni Lea Langston left Empowerment Financial Group for Alpha Cubed Investments, Llc (registered 2022-04-06)Mar 7, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Institutional managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address