Best Investors Account Sign in
Inactive

Sarah Elizabeth Smith

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 2022-11-15
WA RA APPROVED 2022-11-15
  • MA RA
    APPROVED
    Since 2022-12-13
  • CA RA
    APPROVED
    Since 2022-11-15
  • WA RA
    APPROVED
    Since 2022-11-15

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
Willow Grove Advisors, Llc Berkeley CA 01/2022 Present
Unemployed San Francisco CA 10/2021 12/2021
Dark Garden Corsetry San Francisco CA 08/2021 09/2021
Covid-19 Unemployed San Francisco CA 05/2020 07/2021
Marin Theatre Company Mill Valley CA 06/2017 04/2020
University Of Puget Sound Tacoma WA 01/2012 05/2017
  • 01/2022 → Present
    Willow Grove Advisors, Llc
    Berkeley, CA
  • 10/2021 → 12/2021
    Unemployed
    San Francisco, CA
  • 08/2021 → 09/2021
    Dark Garden Corsetry
    San Francisco, CA
  • 05/2020 → 07/2021
    Covid-19 Unemployed
    San Francisco, CA
  • 06/2017 → 04/2020
    Marin Theatre Company
    Mill Valley, CA
  • 01/2012 → 05/2017
    University Of Puget Sound
    Tacoma, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-14
  • S65 Uniform Investment Adviser Law Examination
    2022-11-14

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