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Lalaine Collantes

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 2022-06-08
  • CA RA
    APPROVED
    Since 2022-06-08

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
Westamerica Santa Monica CA 08/1995 05/2021
Abacus Wealth Partners Santa Monica CA 06/2021 Present
  • 08/1995 → 05/2021
    Westamerica
    Santa Monica, CA
  • 06/2021 → Present
    Abacus Wealth Partners
    Santa Monica, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-08
  • S65 Uniform Investment Adviser Law Examination
    2022-06-08

View on SEC IAPD

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