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530 Wilshire Blvd Ste 206, Santa Monica, CA 90401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-29 |
| CA | RA | APPROVED | 2022-01-03 |
Branch Locations
222 N. Pacific Coast Highway, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abacus Wealth Partners, Llc | Culver City | CA | 01/2012 | 01/2022 |
| Quantum Financial Advisors, Llc | Manhattan Beach | CA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-17 |
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