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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_RES | 2024-02-16 |
| CA | RA | APPROVED | 2018-08-30 |
Branch Locations
Healdsburg, CA • United States
101 S. Main Street, Sebastopol, CA 95472 • United States
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Colusa | CA | 04/2016 | 07/2018 |
| Abacus Wealth Partners | Sebastopol | CA | 07/2018 | Present |
| Boyes Financial Services | Colusa | CA | 09/2015 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-16 |
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