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Cole Mcallister Wilcox

Longboard Asset Management

Phoenix, AZ

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Current Employers
Longboard Asset Management

Phoenix, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
AZ RA APPROVED 2014-02-19
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • AZ RA
    APPROVED
    Since 2014-02-19

Branch Locations

Phoenix, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Longboard Asset Management, Llc Phoenix AZ 11/2010 Present
  • 11/2010 → Present
    Longboard Asset Management, Llc
    Phoenix, AZ
Previous Registrations
  • 2003-11-12 → 2006-12-31
    Blackstar Funds, Llc
    Phoenix, AZ
  • 2003-11-12 → 2005-12-31
    Blackstar Funds, Llc
  • 2003-11-12 → 2004-12-31
    Blackstar Funds, Llc
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-03
S63 Uniform Securities Agent State Law Examination 1997-03-19
  • S65 Uniform Investment Adviser Law Examination
    2014-02-03
  • S63 Uniform Securities Agent State Law Examination
    1997-03-19
Other Names
  • Cole Mcallister Wilcox
  • Cole Mccallister Wilcox

View on SEC IAPD

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