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Barrett Sean Porter

Abacus Wealth Partners

Santa Monica, CA

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Current Employers
Abacus Wealth Partners

429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2009-12-03
  • CA RA
    APPROVED
    Since 2009-12-03

Branch Locations

429 Santa Monica Blvd Ste 500, Santa Monica, CA 90401 • 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
Abacus Wealth Partners, Llc Philadelphia PA 07/2009 Present
  • 07/2009 → Present
    Abacus Wealth Partners, Llc
    Philadelphia, PA
Previous Registrations
  • 2006-12-15 → 2010-01-21
    Abacus Portfolios
    Pacific Palisades, CA
  • 2005-11-22 → 2006-12-07
    Adaptive Wealth Engineering
    Los Angeles, CA
  • 2005-01-07 → 2005-10-12
    Sii Investments, Inc.
    Los Angeles, CA
  • 2004-07-19 → 2004-12-17
    Pension Planners Securities, Inc.
    Sacramento, CA
  • 2001-09-10 → 2004-07-13
    Financial West Group
    Westlake Village, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-10
S63 Uniform Securities Agent State Law Examination 2000-11-10
  • S66 Uniform Combined State Law Examination
    2001-05-10
  • S63 Uniform Securities Agent State Law Examination
    2000-11-10
Designations
Other Names
  • Barrett Porter

View on SEC IAPD

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