Elizabeth Brennen

Employer firm

A.g. Campbell Advisory, LLC CRD 162150

$404M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

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

Current Employers

A.G. Campbell Advisory, Llc

190 W. Ostend Street Suite 200, Baltimore, MD 21230 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2020-10-28

MD RA
APPROVED

Since 2020-10-28

Branch Locations

190 W. Ostend Street Suite 200, Baltimore, MD 21230 • 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

Organization	City	State	From	To
Harbor Investment Advisory Llc	Lutherville	MD	06/2016	Present

06/2016 → Present

Harbor Investment Advisory Llc

Lutherville, MD

Previous Registrations

2010-01-04 → 2019-12-31

Harbor Investment Advisory, Llc

Lutherville, MD

Lutherville, MD
2000-10-03 → 2006-03-06

Deutsche Bank Securities Inc.

Baltimore, MD

Other Businesses

Treasurer and Investment Committee member, St. Thomas' Church, 232 St. Thomas Lane, Owings Mills, MD, 21117. February 2016 to present. St. Thomas is an Episcopal Church. 3 hours per month during evenings and weekends only. Board of Trustee, Vice Chair, Finance Committee, Member of Investment Committee, Hood College. October 2017 to present. 401 Rosemont Avenue, Frederick, MD 21701. 15 hours per quarter

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2010-06-04
S65	Uniform Investment Adviser Law Examination	1998-01-20

S63 Uniform Securities Agent State Law Examination

2010-06-04
S65 Uniform Investment Adviser Law Examination

1998-01-20

Designations

Certified Financial Planner

Other Names

Elizabeth Prescott Bond
Betsy Bond
Elizabeth P Bond
Betsy Brennen
Elizabeth Bond Brennen

View on SEC IAPD