DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Alpha Cubed Investments, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Mark Joseph LangermanAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 19, 2026
Todd Randall WalshAlpha Cubed Investments, LLC independent RIALehrer Management Co Inc otherOtherApr 30, 2026Nov 15, 2012
Marion Anthony JabczenskiAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 17, 2026
Gregory A. KorbekianAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 16, 2026
Steven Patrick FordAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 18, 2026
Doni Lea LangstonAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Mar 12, 2026
Hans Peter EwertAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 17, 2026
Simon Y ChungAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 16, 2026
Brian Wesley KofoedAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 24, 2026
Christopher Matthew BougeoklesAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 13, 2026
Jared Raymond OrenAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 17, 2026
Jarryd Mychal ReyesAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 14, 2026
Shane D. L. WhippoAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 17, 2026
Glendon Charles TrullingerAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 17, 2026
Jared William BergstromAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 16, 2026
John Randall WalshAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 16, 2026
Connor Dale KeimAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 23, 2026
Morgan Elizabeth EvansAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 19, 2026
Nicholas Joseph ThompsonAlpha Cubed Investments, LLC independent RIACaptrust institutionalOtherApr 30, 2026Feb 17, 2026
Geoffrey Thomas WatersAlpha Cubed Investments, LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankSep 26, 2025Oct 7, 2025
Michael Francis MiddendorfAlpha Cubed Investments, LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 2, 2025Jul 2, 2025
Geoffrey Scott JohnsonAlpha Cubed Investments, LLC independent RIAUsi Advisors institutionalOtherJul 2, 2025Nov 17, 2025 (138 d)
Armond Lamar HerndonAlpha Cubed Investments, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseJul 26, 2024Oct 8, 2024 (74 d)
Kenneth John PetersonAlpha Cubed Investments, LLC independent RIAFortitude Advisory Group L.L.C. otherOtherMar 1, 2024Mar 16, 2017
Trevor Lawrence SchwartzAlpha Cubed Investments, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJan 16, 2024May 2, 2024 (107 d)
Jeffrey JosephAlpha Cubed Investments, LLC independent RIAJeffrey Joseph Management state registeredRIA to a state-registered adviserDec 7, 2023Jan 22, 2024 (46 d)
Tammy Nguyen LeeAlpha Cubed Investments, LLC independent RIAU.S. Capital Wealth Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 22, 2022Dec 16, 2022
Darin Albert SimonianAlpha Cubed Investments, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 12, 2021Jan 13, 2022 (185 d)
Ethan G MatkinAlpha Cubed Investments, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAMay 28, 2021Aug 4, 2021 (68 d)
Patrick John ClearyAlpha Cubed Investments, LLC independent RIAPrivate Client Wealth Advisors, LLC state registeredRIA to a state-registered adviserMay 27, 2021Jun 10, 2021
Jace David ProwsAlpha Cubed Investments, LLC independent RIALuminary Wealth Advisors state registeredRIA to a state-registered adviserMay 27, 2021Oct 8, 2021 (134 d)
Cory Brett BaerAlpha Cubed Investments, LLC independent RIAStrait & Sound independent RIARIA to RIAJan 15, 2021Jan 15, 2021
Todd Alan SixtAlpha Cubed Investments, LLC independent RIAMutual Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 7, 2020May 20, 2020
Michael Shawn BakosAlpha Cubed Investments, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJan 10, 2020Feb 3, 2021 (390 d)
Barbara Ellen DuganAlpha Cubed Investments, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseDec 4, 2019Jan 6, 2020 (33 d)
Robin Stacey HouseAlpha Cubed Investments, LLC independent RIAOur House Wealth Advisors unclassifiedOtherJul 3, 2019May 22, 2019
Elizabeth McquadeAlpha Cubed Investments, LLC independent RIAEagle Strategies LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 18, 2019Nov 4, 2020 (505 d)
Nathan Leroy BosekAlpha Cubed Investments, LLC independent RIAEdge Financial Advisors, LLC independent RIARIA to RIAFeb 22, 2019Feb 25, 2019
Brendan Patrick ByrneAlpha Cubed Investments, LLC independent RIANewport Wealth Strategies, Inc. otherOtherSep 12, 2018Apr 19, 2017
Gregory M AdamczykAlpha Cubed Investments, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseAug 7, 2018Nov 28, 2018 (113 d)
Ross Bentley HansenAlpha Cubed Investments, LLC independent RIAPure Financial Advisors, LLC independent RIARIA to RIAMay 25, 2018Jun 6, 2018
Paul Joseph SeidmanAlpha Cubed Investments, LLC independent RIAMercer Global Advisors Inc. otherOtherFeb 9, 2018Feb 15, 2018
Edward James MeekAlpha Cubed Investments, LLC independent RIACerity Partners LLC independent RIARIA to RIAJan 12, 2018Mar 5, 2026 (2974 d)
Donald Ogden DempsterAlpha Cubed Investments, LLC independent RIADlk Investment Advisors, LLC no RAUMRIA to a newly registered adviserDec 21, 2017Feb 13, 2025 (2611 d)
John Morgan SmithAlpha Cubed Investments, LLC otherArbor Financial Services, LLC otherOtherSep 13, 2017Sep 25, 2019 (742 d)
Antonio Fernando Mariscal RomeroAlpha Cubed Investments, LLC otherMonex Asset Management, Inc. otherOtherJun 12, 2017Jun 20, 2017
Brittany Danielle Slater-GautreauAlpha Cubed Investments, LLC otherCreativeone Wealth, LLC independent RIAOtherSep 22, 2016May 19, 2025 (3161 d)
Todd Allen RustmanAlpha Cubed Investments, LLC otherSummit Financial, LLC BD affiliatedOtherAug 25, 2016Jul 8, 2025 (3239 d)
David Anthony JabczenskiAlpha Cubed Investments, LLC otherWescom Financial Services, LLC independent RIAOtherDec 21, 2015Jan 5, 2016
Todd Alan SixtAlpha Cubed Investments, LLC otherProtected Investors Of America otherOtherJul 29, 2015Aug 20, 2015
Steven Samuel ChristensenAlpha Cubed Investments, LLC otherFisher Investments otherOtherMar 17, 2014May 22, 2014 (66 d)
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51 moves match.