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429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-11 |
| CA | RA | APPROVED | 2019-08-03 |
| NC | RA | APPROVED | 2019-08-03 |
Branch Locations
429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Financial Group | Raleigh | NC | 07/2007 | 01/2018 |
| A. Ward Financial Planning Llc | Charlotte | NC | 01/2018 | 04/2018 |
| Workable Wealth | Chula Vista | CA | 04/2018 | 02/2019 |
| Abacus Wealth Partners | Santa Monica | CA | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-04 |
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