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David Noble Waldrop

Bridgeview Capital Advisors, Inc.

El Dorado Hills, CA

CRD 4214855

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Employer firm

Bridgeview Capital Advisors, Inc. CRD 6290

$114M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Bridgeview Capital Advisors, Inc.

5170 Golden Foothill Parkway, El Dorado Hills, CA 95762 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-02-10
CA RA APPROVED 2006-08-08
  • TX RA
    APPROVED
    Since 2017-02-10
  • CA RA
    APPROVED
    Since 2006-08-08

Branch Locations

5170 Golden Foothill Parkway, El Dorado Hills, CA 95762 • 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
Bridgeview Capital Advisors, Inc. El Dorado Hills CA 10/2005 Present
Previous Registrations
  • 2006-01-10 → 2006-07-30
    Collins, James W.
    Citrus Heights, CA
  • 2005-04-04 → 2005-07-08
    Ubs Financial Services Inc.
    San Francisco, CA
  • 2001-07-20 → 2005-04-14
    Wells Fargo Investments, Llc
    Roseville, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-06-28
S63 Uniform Securities Agent State Law Examination 2000-09-15
  • S65 Uniform Investment Adviser Law Examination
    2001-06-28
  • S63 Uniform Securities Agent State Law Examination
    2000-09-15
Designations
  • Certified Financial Planner

View on SEC IAPD

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LIFEWORKS ADVISORS, LLC
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Nearby Investors

MICHAEL MURRAY KNITTEL
Eric Christopher Restrepo
PAUL RICHARD ROSSI

Nearby Offices

ARROWROOT FAMILY OFFICE, LLC · EL DORADO HILLS, CA
LIFEWORKS ADVISORS, LLC · EL DORADO HILLS, CA
ROSSI FINANCIAL GROUP · EL DORADO HILLS, CA

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