Kathleen Barron-alicante

Current Employers

Abacus Wealth Partners

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-02-08
PA	RA	APPROVED	2018-08-10

CA RA
APPROVED

Since 2024-02-08
PA RA
APPROVED

Since 2018-08-10

Branch Locations

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

40 E. Montgomery Avenue Lifetime Work, Ardmore, PA 19003 • 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

Organization	City	State	From	To
Abacus Wealth Partners, Llc	Philadelphia	PA	11/2017	01/2020
University Of Tulsa	Tulsa	OK	02/2012	10/2017
Abacus Wealth Partners, Llc	Philadelphia	PA	01/2020	Present

11/2017 → 01/2020

Abacus Wealth Partners, Llc

Philadelphia, PA
02/2012 → 10/2017

University Of Tulsa

Tulsa, OK
01/2020 → Present

Abacus Wealth Partners, Llc

Philadelphia, PA

Other Businesses

Kate Barron LLC; home office; Consulting & Coaching; Owner; Kate Barron LLC provides coaching & consulting to social justice organizations, foundations & individuals who want to align their justice values alongside ancestry/legacy, movements & capitalism. No investment Advice will be provided; Non-Investment Related; 1-5 hours/month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-05-07

S65 Uniform Investment Adviser Law Examination

2018-05-07

Designations

Other Names

Kathleen Barron

View on SEC IAPD