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Gabriel Stephen Brenner

Abacus Wealth Partners

Santa Monica, CA

San Carlos, CA

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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 2014-12-22
  • CA RA
    APPROVED
    Since 2014-12-22

Branch Locations

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

973 Laurel St., San Carlos, CA 94070 • 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 San Carlos CA 11/2014 Present
Previous Registrations
  • 2010-10-20 → 2014-12-22
    Next Step Wealth, Llc
    San Carlos, CA
  • 2007-06-14 → 2010-12-31
    Waypoint Wealth Partners
    Mill Valley, CA
  • 2004-06-25 → 2007-12-31
    Brenner Financial
    Burlingame, CA
  • 2003-12-19 → 2004-02-04
    Mosaic Financial Partners, Inc.
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-06-19
S63 Uniform Securities Agent State Law Examination 1995-11-21
  • S65 Uniform Investment Adviser Law Examination
    2004-06-19
  • S63 Uniform Securities Agent State Law Examination
    1995-11-21
Designations

View on SEC IAPD

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