Best Investors Account Sign in
Inactive

Claudina Elizebeth Campbell

Willow Grove Advisors, LLC

Berkeley, CA

Claim This Profile
Current Employers
Willow Grove Advisors, Llc

1919 Addison St Suite 101, Berkeley, CA 94704 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-12-13
CA RA APPROVED 2022-06-07
WA RA APPROVED 2022-06-07
  • MA RA
    APPROVED
    Since 2022-12-13
  • CA RA
    APPROVED
    Since 2022-06-07
  • WA RA
    APPROVED
    Since 2022-06-07

Branch Locations

1919 Addison St Suite 101, Berkeley, CA 94704 • 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
Paracle Advisors Llc Mercer Island WA 01/2009 06/2021
Coldstream Wealth Management Mercer Island WA 06/2021 Present
Willow Grove Advisors, Llc Berkeley CA 06/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-02-24
  • S65 Uniform Investment Adviser Law Examination
    2006-02-24
Designations
Other Names
  • Claud Beebe
  • Claudina Elizabeth Campbell

View on SEC IAPD

Other Firms

BLUME CAPITAL MANAGEMENT, INC.
FUTURE FRONTIER CAPITAL, LLC
VOLEON CAPITAL MANAGEMENT LP
CITIGROUP GLOBAL MARKETS INC.
Z21 VENTURES MANAGEMENT COMPANY, LLC
STRATEGIC ADVISERS LLC
LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.

Other Investors

JEFFREY VALENTINE ST. CLAIRE
PETER BRAY REIDENBACH
Samaya Patel
AMY STOEPLER THACHER
DARREN SCOTT TAGGART
Mark Lawrence Hortizuela Cortez
ASHLEY COONS
HAMED RASHIDPOUR

Other Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA
CITIGROUP GLOBAL MARKETS INC. · Berkeley, CA
Z21 VENTURES MANAGEMENT COMPANY, LLC · BERKELEY, CA
STRATEGIC ADVISERS LLC · BERKELEY, CA
LPL FINANCIAL LLC · BERKELEY, CA
CHARLES SCHWAB & CO., INC. · Berkeley, CA

More in Berkeley, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor