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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 2026-06-01
  • CA RA
    APPROVED
    Since 2026-06-01

Branch Locations

Long Beach, CA • United States

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
Abacus Wealth Partners, Llc Santa Monica CA 03/2025 Present
Newport Healthcare/Monroe Operations, Llc Irvine CA 10/2023 03/2025
North Italia/Cheesecake Factory, Llc Irvine CA 05/2023 09/2023
Aviator Nation Huntington Park CA 08/2020 03/2023
Loyola Marymount University - The Loft Brewery Los Angeles CA 09/2021 05/2022
Loyola Marymount University Los Angeles CA 09/2019 03/2020
Aviator Nation Laguna Beach CA 05/2019 08/2019
Full Time Student Los Angeles CA 06/2018 05/2019
Loyal Marymount University - Office Of University Relations Los Angeles CA 09/2017 05/2018
Aviator Nation Laguna Beach CA 05/2017 08/2017
Full Time Student Los Angeles CA 03/2016 04/2017
Full Time Student Los Angeles CA 03/2020 08/2020
  • 03/2025 → Present
    Abacus Wealth Partners, Llc
    Santa Monica, CA
  • 10/2023 → 03/2025
    Newport Healthcare/Monroe Operations, Llc
    Irvine, CA
  • 05/2023 → 09/2023
    North Italia/Cheesecake Factory, Llc
    Irvine, CA
  • 08/2020 → 03/2023
    Aviator Nation
    Huntington Park, CA
  • 09/2021 → 05/2022
    Loyola Marymount University - The Loft Brewery
    Los Angeles, CA
  • 09/2019 → 03/2020
    Loyola Marymount University
    Los Angeles, CA
  • 05/2019 → 08/2019
    Aviator Nation
    Laguna Beach, CA
  • 06/2018 → 05/2019
    Full Time Student
    Los Angeles, CA
  • 09/2017 → 05/2018
    Loyal Marymount University - Office Of University Relations
    Los Angeles, CA
  • 05/2017 → 08/2017
    Aviator Nation
    Laguna Beach, CA
  • 03/2016 → 04/2017
    Full Time Student
    Los Angeles, CA
  • 03/2020 → 08/2020
    Full Time Student
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-30
  • S65 Uniform Investment Adviser Law Examination
    2026-05-30

View on SEC IAPD

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