Doni L. Langston

ALPHA CUBED INVESTMENTS

Scottsdale, AZ 85260

Some features on this profile are disabled

CRD#: 4294178

Professional summary

Doni Lea Langston, who also goes by Doni Lea Cullen, is a registered financial advisor currently at ALPHA CUBED INVESTMENTS, LLC located in Scottsdale, Arizona.

Doni is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Doni has worked at 7 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Doni Lea Cullen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Doni Lea Langston's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 6, 2022 - Present

ALPHA CUBED INVESTMENTS, LLC

Office #1: 9375 East Shea Boulevard Suite 100, Scottsdale, AZ 85260

RIA

CRD#: 159347

Scottsdale, AZ

Past

December 1, 2021 - March 7, 2022

EMPOWERMENT FINANCIAL GROUP

RIA

CRD#: 152203

SCOTTSDALE, AZ

Past

October 19, 2021 - November 11, 2021

SOLUTIONS FIRST FINANCIAL GROUP

RIA

CRD#: 316394

SCOTTSDALE, AZ

Past

July 26, 2021 - November 12, 2021

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Scottsdale, AZ

Past

December 1, 2017 - December 15, 2020

EMPOWERMENT FINANCIAL GROUP

RIA

CRD#: 152203

SCOTTSDALE, AZ

Past

April 24, 2009 - February 25, 2011

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

SCOTTSDALE, AZ

Past

July 13, 2007 - April 29, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SCOTTSDALE, AZ

Past

May 30, 2001 - July 17, 2007

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALPHA CUBED INVESTMENTS, LLC

ALPHA CUBED INVESTMENTS, LLC | ALPHA RISK INVESTMENTS, LLC | ALPHA RISK INVESTMENTS

CRD#: 159347 / SEC#: 801-77372

RIA

Registered Investment Advisory firm - (11/15/2012 Approved)

California

Registered Investment Advisory firm - (2/16/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(4/6/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/7/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/24/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/29/2001

General Securities Representative Examination

Current Firm

ALPHA CUBED INVESTMENTS, LLC

ALPHA CUBED INVESTMENTS, LLC | ALPHA RISK INVESTMENTS, LLC | ALPHA RISK INVESTMENTS

CRD#: 159347 / SEC#: 801-77372

RIA

Registered Investment Advisory firm - (11/15/2012 Approved)

California

Registered Investment Advisory firm - (2/16/2013 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1124 Bristol St., Costa Mesa, CA 92626

Mailing Address

Phone number

(800) 701-2457

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (43 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (4/1/2025)

Regulatory assets under management

Total Number of Accounts	4,786
AUM (Assets Under Management)	$ 3,026,637,539

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Joseph Di Vito

RBC CAPITAL MARKETS, LLC

IAR

Scottsdale, AZ

Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Tucson, AZ

Timothy Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Scottsdale, AZ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Doni L. Langston

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Doni Lea Langston's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMPOWERMENT FINANCIAL GROUP

SOLUTIONS FIRST FINANCIAL GROUP

AE WEALTH MANAGEMENT, LLC

EMPOWERMENT FINANCIAL GROUP

FIRST ALLIED SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO INVESTMENTS, LLC

Primary Firm SEC Registration

ALPHA CUBED INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/7/2017

Series 66

Date: 9/24/2001

Series 7

Date: 5/29/2001

Current Firm

ALPHA CUBED INVESTMENTS, LLC

Contact information

SEC notice filing (43 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALPHA CUBED INVESTMENTS, LLC

TRUST BUT VERIFY

Similar Advisors