Alexander Francisco Reyes
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- CaptrustJul 2025 to now
- Capfinancial Partners, LLC. (captrust)Jul 2025 to now
- Buttonwood Capital ManagementJul 2024 to Jun 2025
- Trilogy Financial ServicesJun 2023 to Jun 2024
- The Principia CorporationAug 2022 to May 2023
- Commerce Trust CompanyMay 2022 to Aug 2022
- The Principia CorporationAug 2021 to May 2022
- Camps Leelanau & KohahnaMay 2021 to Aug 2021
- The Principia CorporationAug 2020 to May 2021
- Adventure Unlimited Ranches ForestryJun 2020 to Aug 2020
- The Principia CorporationAug 2019 to May 2020
- Amber Hotel CompanyJun 2019 to Aug 2019
- The Principia CorporationAug 2017 to May 2019
- The Principia Upper SchoolMay 2013 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Captrust
Legal name: Capfinancial Partners, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7756290
- 175112