Sarah Abigail Brace

Current Employers

Employment History

• 10/2009 → 12/2018
  United Planners' Financial Services
  Scottsdale, AZ
• 09/2020 → 07/2021
  Wealthshield Partners, Llc
  Cary, NC
• 08/2009 → 09/2020
  Bridge Advisory
  Pasadena, CA
• 12/2020 → 12/2023
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2020 → 07/2021
  Wealthshield Partners Dba Tinker Capital
  Torrance, CA
• 07/2021 → 01/2026
  Org Partners, Llc
  Torrance, CA
• 01/2026 → Present
  Ascentis Independent Advisors
  Dallas, TX

Previous Registrations

• 2021-07-30 → 2026-01-05
  Org Partners
  Dallas, TX
  Torrance, CA
• 2020-09-25 → 2021-07-30
  Wealthshield Partners, Llc
  Torrance, CA
• 2009-08-24 → 2020-09-25
  Bridge Advisory Llc
  Pasadena, CA
  Pasadena, CA
• 2011-06-24 → 2013-04-04
  Pension Architects Advisory Group, Llc
  Pasadena, CA

Other Businesses

1) Huntington Hospital. Not investment related. 100 West California Blvd., Pasadena, CA 91105. Hospital Volunteer. Gift Shop Volunteer. Start 2012. 16 hrs/mo, 0 hrs during trading. I volunteer at the hospital gift shop for 4 hours per week in the evening. 2) ORG Partners DBA Tinker Captial - Investment related - 3625 Del Amo Boulevard Suite 375 Torrance, CA - RIA - Client Services - 140hrs/mos, 100trading hrs. 3) S.A. Brace Notary Public. Not Investment Related. 2939 Hermosa Ave, La Crescenta CA 91214. Notary. Start 2000. 1 hour per week not during trading. Notarize documents for clients as needed.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-10
• S63 Uniform Securities Agent State Law Examination
  2000-07-07

Other Names

• Abby Brace