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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 | 2026-04-28 |
Branch Locations
429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States
Hercules, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carbon Collective Investing | Berkeley | CA | 03/2022 | 05/2025 |
| Los Rios Community College District | Sacramento | CA | 01/2018 | 03/2022 |
| Private Nanny | Sacramento | CA | 06/2017 | 04/2020 |
| Solano County Water Agency | Vacaville | CA | 04/2019 | 10/2019 |
| Philz Coffee | Sacramento | CA | 11/2017 | 04/2019 |
| Skydance Skydiving | Davis | CA | 07/2017 | 07/2018 |
| Common Grounds Coffee | Barista | CA | 07/2016 | 04/2017 |
| Zuma Poke | Davis | CA | 04/2016 | 02/2017 |
| Sonic Labs | Berkeley | CA | 01/2025 | 04/2025 |
| Unemployed | Hercules | CA | 05/2025 | 04/2026 |
| Abacus Wealth Partners, Llc | Hercules | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-15 |
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