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Elizabeth Ariel Ward

Abacus Wealth Partners

Charlotte, NC

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
TX RA APPROVED 2023-01-11
CA RA APPROVED 2019-08-03
NC RA APPROVED 2019-08-03
  • TX RA
    APPROVED
    Since 2023-01-11
  • CA RA
    APPROVED
    Since 2019-08-03
  • NC RA
    APPROVED
    Since 2019-08-03

Branch Locations

Charlotte, NC • United States

429 Santa Monica Blvd. Suite 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
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
  • 07/2007 → 01/2018
    Raleigh, NC
  • 01/2018 → 04/2018
    A. Ward Financial Planning Llc
    Charlotte, NC
  • 04/2018 → 02/2019
    Workable Wealth
    Chula Vista, CA
  • 03/2019 → Present
    Santa Monica, CA
Previous Registrations
  • 2018-04-12 → 2019-05-31
    Workable Wealth
    Charlotte, NC
    Chula Vista, CA
  • 2018-03-20 → 2018-04-18
    A. Ward Financial Planning Llc
    Charlotte, NC
  • 2013-02-20 → 2018-01-31
    Raleigh, NC
  • 2008-08-05 → 2011-12-31
    Cetera Advisors Llc
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-04
  • S66 Uniform Combined State Law Examination
    2008-08-04
Designations
Other Names
  • Elizabeth Ariel Maddox

View on SEC IAPD

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