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Judith Wren Hamilton

Hamilton Investment Advisors, LLC

Solana Beach, CA

CRD 4773218

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Employer firm

Hamilton Investment Advisors, LLC CRD 130806

Reported services (Item 5G)

  • SOLICITOR FOR THIRD-PARTY ADVISORY FIRMS

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

Current Employers
Hamilton Investment Advisors, Llc

323 North Pacific Coast Hwy 101, Solana Beach, CA 92075 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2004-08-26
  • CA RA
    APPROVED
    Since 2004-08-26

Branch Locations

323 North Pacific Coast Hwy 101, Solana Beach, CA 92075 • 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
Hamilton Tharp, Llp (Fka Hamilton Accountacy Corporation) Solana Beach CA 06/1980 05/2025
Hamilton Investment Advisors, Llc Solana Beach CA 01/2004 Present
Eide Bailly, Llp Solana Beach CA 05/2025 Present
  • 06/1980 → 05/2025
    Hamilton Tharp, Llp (Fka Hamilton Accountacy Corporation)
    Solana Beach, CA
  • 01/2004 → Present
    Solana Beach, CA
  • 05/2025 → Present
    Eide Bailly, Llp
    Solana Beach, CA
Other Businesses

1. [EIDE BAILLY, LLP; NOT INVESTMENT RELATED; 323 N HIGHWAY 101, SOLANA BEACH, CA 92075; PROVIDES CONSULTING AND ACCOUNTING SERVICES TO INDIVIDUALS AND SMALL BUSINESSES; PARTNER, CERTIFIED PUBLIC ACCOUNTANT; START DATE 05/2025; 200-250 HOURS PER MONTH; 200-250 HOURS PER MONTH DURING SECURITIES TRADING HOURS] 2. [TD MANAGEMENT SERVICES, LLC; NOT INVESTMENT RELATED; 323 N HIGHWAY 101, SOLANA BEACH, CA 92075; PROVIDES PROPERTY MANAGEMENT SERVICES; PART OWNER; START DATE 06/2005; 5-10 HOURS PER MONTH; 5-10 HOURS PER MONTH DURING SECURITIES TRADING HOURS; ADMINISTRATIVE DUTIES INCLUDING TAX RETURN PREPARATION]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-25
  • S65 Uniform Investment Adviser Law Examination
    2004-08-25
Other Names
  • Judith Wren Smith

View on SEC IAPD

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