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Inactive

Candace Carole Hamilton

Liberty Wealth Management, LLC

Oakland, CA

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Current Employers
Liberty Wealth Management, Llc

411 30Th Street 2Nd Floor, Oakland, CA 94609 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-10-07
  • CA RA
    APPROVED
    Since 2022-10-07

Branch Locations

411 30Th Street 2Nd Floor, Oakland, CA 94609 • 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
Champlain Investment Partners, Llc Irvine CA 08/2015 06/2022
Foreside Fund Services, Llc Irvine CA 08/2016 07/2022
Liberty Wealth Management, Llc Oakland CA 10/2022 Present
  • 08/2015 → 06/2022
    Champlain Investment Partners, Llc
    Irvine, CA
  • 08/2016 → 07/2022
    Foreside Fund Services, Llc
    Irvine, CA
  • 10/2022 → Present
    Liberty Wealth Management, Llc
    Oakland, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-29
S63 Uniform Securities Agent State Law Examination 1998-08-15
  • S65 Uniform Investment Adviser Law Examination
    2006-06-29
  • S63 Uniform Securities Agent State Law Examination
    1998-08-15
Other Names
  • Candace Douglass
  • Candace Cloward-Douglass
  • Candace Carole Cloward
  • Candace Carole Cloward Douglass
  • Candace Carole Douglass

View on SEC IAPD

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FINANCIAL AVENGERS, INC.

Other Investors

GREGORY BURTON GILBERT
STERLING CARMEN HIRSCH
Mark CHRISTOPHER DeVito
Daire Peter Heneghan
Roscoe Herman Harris
AARON KURT PHILLIPS
WILLIAM STUART MONSTED
Randall w Silvey

Other Offices

INFINITY FINANCIAL SERVICES ADVISORY · OAKLAND, CA
CETERA INVESTMENT ADVISERS LLC · OAKLAND, CA
HOODOO · OAKLAND, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAKLAND, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Oakland, CA
FM CAPITAL GROUP · OAKLAND, CA
FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC · OAKLAND, CA
FINANCIAL AVENGERS, INC. · OAKLAND, CA

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