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David Scott Campbell

Qualified Plan Advisory, LLC

Costa Mesa, CA

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Current Employers
Qualified Plan Advisory, Llc

901 W. Civic Center Dr Suite 400, Santa Ana, CA 92703 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-12
  • CA RA
    APPROVED
    Since 2025-09-12

Branch Locations

555 Anton Blvd. Suite 150, Costa Mesa, CA 92626 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Qualified Plan Advisory, Llc Costa Mesa CA 07/2009 Present
Previous Registrations
  • 2005-10-05 → 2006-03-09
    American Portfolios Advisors, Inc
    Holbrook, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-10-04
S63 Uniform Securities Agent State Law Examination 1996-08-12
  • S65 Uniform Investment Adviser Law Examination
    2005-10-04
  • S63 Uniform Securities Agent State Law Examination
    1996-08-12

View on SEC IAPD

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