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Rasheed Ahmed

Quantum Financial Advisors, LLC

Santa Monica, CA

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Current Employers
Quantum Financial Advisors, Llc

530 Wilshire Blvd Ste 206, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-02
  • CA RA
    APPROVED
    Since 2026-07-02

Branch Locations

530 Wilshire Blvd Ste 206, 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
Warner Pacific Insurance Services Westlake Village CA 11/2016 06/2019
Abacus Wealth Partners Llc Santa Monica CA 10/2019 07/2026
Unemployed Los Angeles CA 07/2019 09/2019
Quantum Financial Advisors, Llc El Segundo CA 07/2026 Present
  • 11/2016 → 06/2019
    Warner Pacific Insurance Services
    Westlake Village, CA
  • 10/2019 → 07/2026
    Abacus Wealth Partners Llc
    Santa Monica, CA
  • 07/2019 → 09/2019
    Unemployed
    Los Angeles, CA
  • 07/2026 → Present
    Quantum Financial Advisors, Llc
    El Segundo, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-06
  • S65 Uniform Investment Adviser Law Examination
    2020-01-06
Designations

View on SEC IAPD

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