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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 2022-09-10
  • CA RA
    APPROVED
    Since 2022-09-10

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
Obsidian Wine Co Oakland CA 06/2016 01/2021
Abacus Wealth Partners Santa Monica CA 07/2022 Present
Sabbatical Oakland CA 02/2021 07/2022
  • 06/2016 → 01/2021
    Obsidian Wine Co
    Oakland, CA
  • 07/2022 → Present
    Santa Monica, CA
  • 02/2021 → 07/2022
    Sabbatical
    Oakland, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-10
  • S65 Uniform Investment Adviser Law Examination
    2022-09-10
Designations

View on SEC IAPD

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