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Adam Guadalupe Salas

Quantum Financial Advisors, LLC

Santa Monica, CA

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Current Employers
Quantum Financial Advisors, Llc

530 Wilshire Blvd Ste 206, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-07
  • CA RA
    APPROVED
    Since 2025-01-07

Branch Locations

530 Wilshire Blvd Ste 206, 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
Unemployed San Francisco CA 07/2016 10/2016
Yellowbrickroad Financial Advisors, Llc San Francisco CA 11/2016 11/2017
Wealth Architects, Llc Moutain View CA 11/2017 01/2021
Wealth Architects, Llc Mountain View CA 02/2021 12/2024
Quantum Financial Advisors Santa Monica CA 01/2025 Present
  • 07/2016 → 10/2016
    Unemployed
    San Francisco, CA
  • 11/2016 → 11/2017
    Yellowbrickroad Financial Advisors, Llc
    San Francisco, CA
  • 11/2017 → 01/2021
    Wealth Architects, Llc
    Moutain View, CA
  • 02/2021 → 12/2024
    Wealth Architects, Llc
    Mountain View, CA
  • 01/2025 → Present
    Quantum Financial Advisors
    Santa Monica, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-30
  • S66 Uniform Combined State Law Examination
    2010-12-30
Designations
Other Names
  • Adam Salas

View on SEC IAPD

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