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Katherine Marie Sumner

Abacus Wealth Partners

Santa Monica, CA

Durham, NC

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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 2024-01-30
NC RA APPROVED 2023-07-10
  • CA RA
    APPROVED
    Since 2024-01-30
  • NC RA
    APPROVED
    Since 2023-07-10

Branch Locations

429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States

Durham, NC • 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
Abacus Wealth Partners, Inc. Philadelphia PA 06/2021 Present
N/A Durham NC 08/2020 05/2021
Smith College Northampton MA 10/2014 12/2016
Spotted Dog Carrboro NC 10/2017 10/2017
Girls Rock Nc, Inc. Durham NC 02/2017 09/2017
N/A Northampton MA 01/2017 02/2017
N/A Durham NC 11/2017 02/2018
Private Family Durham NC 02/2018 08/2020
  • 06/2021 → Present
    Abacus Wealth Partners, Inc.
    Philadelphia, PA
  • 08/2020 → 05/2021
    N/A
    Durham, NC
  • 10/2014 → 12/2016
    Smith College
    Northampton, MA
  • 10/2017 → 10/2017
    Spotted Dog
    Carrboro, NC
  • 02/2017 → 09/2017
    Girls Rock Nc, Inc.
    Durham, NC
  • 01/2017 → 02/2017
    N/A
    Northampton, MA
  • 11/2017 → 02/2018
    N/A
    Durham, NC
  • 02/2018 → 08/2020
    Private Family
    Durham, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-26
  • S65 Uniform Investment Adviser Law Examination
    2021-07-26
Designations
Other Names
  • Kate Sumner
  • Katherine Sumner

View on SEC IAPD

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