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30700 Russell Ranch Road Suite 250, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-22 |
| TX | RA | APPROVED_RES | 2026-04-10 |
| CA | RA | APPROVED | 2025-05-05 |
Branch Locations
30700 Russell Ranch Road Suite 250, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abacus Wealth Partners, Llc | Santa Monica | CA | 12/2011 | 04/2025 |
| Brave New Wealth | Thousand Oaks | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-13 |
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