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429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2026-05-15 |
| TX | RA | APPROVED | 2022-08-23 |
| CA | RA | APPROVED | 2021-06-17 |
Branch Locations
Sioux Falls, SD • 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 |
|---|---|---|---|---|
| Abacus Wealth Partners | Santa Monica | CA | 06/2021 | Present |
| Willkate, Llc | Sioux Falls | SD | 08/2019 | 04/2021 |
| Avera Health | Sioux Falls | SD | 03/2017 | 08/2019 |
| Fresh Produce | Sioux Falls | SD | 06/2012 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-17 |
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