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429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-04-10 |
Branch Locations
429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States
101 S Main St, Sebastopol, CA 95472 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abacus Wealth Partners | Santa Monica | CA | 02/2014 | Present |
Huge Tracts of Land LLC; An LLC that owns a commercial building in Point Richmond, CA; 7234 Calder Ave, Sebastopol, CA 95472; Investment Related; Partner; 1-5 hours/month Kathryn Development LLC; The LLC owns one property in Bozeman, MT; 204 North Bozeman Bozeman MT 59715; Investment Related; Partner; 1-5 hours/month Impact Assets; 4340 East West Highway Suite 210 Bethesda, MD 20814; Successor DAF advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-10 |
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