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Detailed Report
WILLIAM PATRICK CONDON JR
WILLIAM PATRICK CONDON, Bill Condon
CRD#: 1970966
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Investment Adviser
ALPHA CUBED INVESTMENTS, LLCCRD#: 159347 1124 BRISTOL ST.
COSTA MESA, CA 92626
Registration History
2008201020122014201620182020202220242026IAALPHA CUBED INVESTMENTS, LLC (CRD# 159347)2022 - Present (3 years)IAALPHA CUBED INVESTMENTS, LLC (CRD# 159347)2019 - 2021 (2 years)IACHURCHILL MANAGEMENT GROUP (CRD# 109651)2009 - 2019 (9 years)IABLACKROCK FINANCIAL MANAGEMENT... (CRD# 107105)2008 - 2009 (1 year)
License(s)

State Registrations

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California 1/13/2022
Current Registration(s)
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ALPHA CUBED INVESTMENTS, LLC (CRD#:159347)
1124 BRISTOL ST., COSTA MESA, CA 92626
Registered with this firm since 1/13/2022
Previous Registration(s)
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 02/11/2019 - 05/27/2021 ALPHA CUBED INVESTMENTS, LLC (CRD#:159347) IRVINE, CA
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 09/21/2009 - 02/08/2019 CHURCHILL MANAGEMENT GROUP (CRD#:109651) LOS ANGELES, CA
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 04/23/2008 - 04/02/2009 BLACKROCK FINANCIAL MANAGEMENT, INC (CRD#:107105) NEW YORK, NY
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.