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Alejandro Canchola

CAPULENT
Irvine, CA
·CRD# 8281136·1 year experience

Professional Summary

Alejandro Canchola, who also goes by Alex Canchola, is a registered financial advisor currently at CAPULENT LLC located in Irvine, California. Alejandro is registered as a RR (Registered Representative) and started their career in finance in 2026. Alejandro has worked at 1 firm and has passed the Series 7TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Alex Canchola

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

CAPULENT LLC·CRD# 155155
BD
2603 Main St Ste 1050, Irvine, CA 92614
October 19, 2026 - Present

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Current Firm

CL
CAPULENT LLC

BARNARD/MONTAGUE SECURITIES, LLC | CROWDTRADE | CAPULENT SECURITIES | CAPULENT LLC | BERING STRAIT CAPITAL, LLC | BERING STRAIT CAPITAL , LLC

CRD#: 155155 / SEC#: 8-68699
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

3200 E Camelback Rd Ste 130, Phoenix, AZ 85018

Mailing Address

3200 E Camelback Rd Ste 130, Phoenix, AZ 85018

Phone Number

(800) 255-5181

Established

California since 06/04/2010

Firm Type

Limited Liability Company

Fiscal Year End

March

Firm Size

Small

FINRA licenses (48 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BACHMAN, JUSTIN MATTHEWCEO6412695
AMYS, JENNIFER TMEMBER—
FERNANDEZ, EDWARD ERICMEMBER2956661
COLLINS, ELIZABETH SARAHFINOP/CFO/POO/PFO4714831
HSU, DAVID CHENG-WEICCO4140214

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 7TO — General Securities Representative Examination

Passed Oct 2026About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2026About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Alejandro Canchola's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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