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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-24 |
| UT | RA | APPROVED | 2023-03-20 |
Branch Locations
272 E 12200 S Ste 100, Draper, UT 84020 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ailsa Capital, Inc | Draper | UT | 06/2011 | 02/2023 |
| Beacon Pointe Advisors, Llc | Draper | UT | 03/2023 | Present |
AILSA CAPITAL MANAGEMENT; NON-INVESTMENT RELATED; 272 E. 12200 S., DRAPER, UT 84020; ADMINISTRATIVE ASSISTANCE; START: 2007; OWNER; 5-7 HRS/MON; 1-2 HRS/MON DURING TRADING HOURS; PROVIDE ADMINISTRATIVE ASSISTANCE FOR LLC ENTITIES; COMPENSATION: MANAGEMENT FEE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-01-25 |
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