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Kyle A Williams

Abacus Wealth Partners

Santa Monica, CA

Kapaa, HI

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Current Employers
Abacus Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2023-05-30
CA RA APPROVED 2014-02-10
TX RA APPROVED 2014-02-10
  • HI RA
    APPROVED
    Since 2023-05-30
  • CA RA
    APPROVED
    Since 2014-02-10
  • TX RA
    APPROVED
    Since 2014-02-10

Branch Locations

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

Kapaa, HI • 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 Sebastapol CA 09/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-11-27
  • S65 Uniform Investment Adviser Law Examination
    2012-11-27
Designations

View on SEC IAPD

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