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Advisor at BEACON POINTE ADVISORS, LLC
NEWPORT BEACH, CA | Draper, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BEACON POINTE ADVISORS, LLC | Independent wealth | Mar 20, 2023 | n/a | yes | NEWPORT BEACH, CA|Draper, UT | Current employment |
| AILSA CAPITAL, INC. | Former SEC adviser | Sep 19, 2016 | Mar 17, 2023 | no | DRAPER, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AILSA CAPITAL, INC. | BEACON POINTE ADVISORS, LLC | Mar 17, 2023 | Mar 20, 2023 | 3 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 136463:119290:UT:2023-03-17 | Mar 17, 2023 | Mar 20, 2023 | DRAPER, UT | Firm change |