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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 | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-11 |
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