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132 East Dyer Rd., Santa Ana, CA 92707 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Alabang, Muntinlupa | 01/2015 | 01/2020 | |
| Cross Border Wealth, Llc | Alabang, Muntinlupa | 01/2020 | 05/2020 | |
| Joseph Nievera Barretto Dba Abacus Wealth International | Santa Ana | CA | 04/2020 | Present |
1.name of the other business: N/A; whether the business is investment-related: N; address of the other business: 132 East Dyer Rd. Santa Ana,CA,92707; the nature of the other business: insurance sales; your position, title, or relationship with the other business: Independently Licenced Insurance Agent; the start date of your relationship: 4/21/2020 the approximate number of hours/month you devote to the other business: 8 hours the number of hours you devote to the other business during securities trading hours:8 hours; and briefly describe your duties relating to the other business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-05 |
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