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Peter Stuart Campbell

Bull Oak Capital, LLC

Rancho Santa Fe, CA

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Current Employers
Bull Oak Capital, Llc

16236 San Dieguito Rd. Ste 4-21, Rancho Santa Fe, CA 92067-5752 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-02-11
CA RA APPROVED 2022-02-10
  • TX RA
    APPROVED_RES
    Since 2022-02-11
  • CA RA
    APPROVED
    Since 2022-02-10

Branch Locations

16236 San Dieguito Rd. Ste 4-21, Rancho Santa Fe, CA 92067-5752 • 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
Cambridge Investment Research Advisors, Inc. Fairfield IA 09/2017 02/2019
Bull Oak Capital, Llc San Diego CA 02/2022 Present
Wealth Analytics Partners San Diego CA 03/2019 02/2022
Aviara Golf Academy Carlsbad CA 08/2016 11/2019
Sole Proprietor Encinitas CA 08/2007 06/2017
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-11
  • S65 Uniform Investment Adviser Law Examination
    2017-08-11
Designations
Other Names
  • Peter Stuart Campbell
  • Peter Campbell

View on SEC IAPD

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