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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 2025-08-26
  • CA RA
    APPROVED
    Since 2025-08-26

Branch Locations

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

101 S Main St, Sebastopol, CA 95472 • United States

Sebastopol, CA • 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
The Vanguard Group, Inc. Scottsdale AZ 06/2023 08/2025
Connecticut College New London CT 08/2019 05/2023
Credo High School Cotati CA 08/2015 06/2019
Connecticut College New London CT 09/2019 05/2023
Connecticut College New London CT 08/2021 05/2023
Self Employed San Fransisco CA 05/2022 07/2022
Credo High School Cotati CA 09/2020 12/2020
Aim Mail Center Sebastopol CA 11/2020 04/2021
Abacus Wealth Partners, Llc Sebastopol CA 08/2025 Present
  • 06/2023 → 08/2025
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2019 → 05/2023
    Connecticut College
    New London, CT
  • 08/2015 → 06/2019
    Credo High School
    Cotati, CA
  • 09/2019 → 05/2023
    Connecticut College
    New London, CT
  • 08/2021 → 05/2023
    Connecticut College
    New London, CT
  • 05/2022 → 07/2022
    Self Employed
    San Fransisco, CA
  • 09/2020 → 12/2020
    Credo High School
    Cotati, CA
  • 11/2020 → 04/2021
    Aim Mail Center
    Sebastopol, CA
  • 08/2025 → Present
    Abacus Wealth Partners, Llc
    Sebastopol, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-06
S63 Uniform Securities Agent State Law Examination 2023-08-11
  • S66 Uniform Combined State Law Examination
    2025-02-06
  • S63 Uniform Securities Agent State Law Examination
    2023-08-11

View on SEC IAPD

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