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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 2014-04-10
  • CA RA
    APPROVED
    Since 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

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 Santa Monica CA 02/2014 Present
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-10
  • S65 Uniform Investment Adviser Law Examination
    2014-04-10
Designations

View on SEC IAPD

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