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Chrysantha Cosby

Abacus Wealth Partners

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
CA RA APPROVED 2020-08-27
  • CA RA
    APPROVED
    Since 2020-08-27

Branch Locations

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
Custom Wealth- Concorde Investment Services Playa Del Rey CA 12/2014 10/2019
Abacus Wealth Partners Santa Monica CA 10/2019 Present
  • 12/2014 → 10/2019
    Custom Wealth- Concorde Investment Services
    Playa Del Rey, CA
  • 10/2019 → Present
    Abacus Wealth Partners
    Santa Monica, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-27
  • S65 Uniform Investment Adviser Law Examination
    2020-08-27

View on SEC IAPD

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