Financial advisor
BRIAN WESLEY KOFOED
At CAPTRUST · Costa Mesa, CA · Scottsdale, AZ
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Alpha Cubed Investments | Alpha Cubed | CAPTRUST | Acquisition | February 11, 2026 | $3.8B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CAPTRUST | Investment adviser | February 24, 2026 | Current |
| ALPHA CUBED INVESTMENTS, LLC | Investment adviser | June 11, 2024 | April 30, 2026 |
| ARISTA WEALTH MANAGEMENT, LLC | Investment adviser | April 4, 2024 | May 28, 2024 |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Investment adviser | July 13, 2018 | September 26, 2023 |
| STRATEGIC ADVISERS LLC | Investment adviser | July 8, 2011 | July 13, 2018 |
| FIDELITY BROKERAGE SERVICES LLC | Broker-dealer | July 6, 2011 | September 26, 2023 |
| E*TRADE CAPITAL MANAGEMENT, LLC | Investment adviser | September 1, 2009 | June 30, 2011 |
| E*TRADE SECURITIES LLC | Broker-dealer | September 1, 2009 | June 30, 2011 |
| STRATEGIC ADVISERS, INC. | Investment adviser | February 4, 2009 | August 26, 2009 |
| FIDELITY BROKERAGE SERVICES LLC | Broker-dealer | October 15, 2007 | August 26, 2009 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.