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Inactive

David Rey

Abacus Wealth Partners

Lakewood, CO

Santa Monica, CA

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Current Employers
Abacus Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-10-12
CA RA APPROVED 2023-05-22
  • CO RA
    APPROVED
    Since 2023-10-12
  • CA RA
    APPROVED
    Since 2023-05-22

Branch Locations

Lakewood, CO • United States

429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • 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 11/2022 Present
California Community Foundation Los Angeles CA 09/2019 07/2022
The California Endowment Los Angeles CA 05/2018 09/2019
California Community Foundation Los Angeles CA 10/2013 05/2018
Mental Health Break Santa Monica CA 07/2022 11/2022
  • 11/2022 → Present
    Abacus Wealth Partners
    Santa Monica, CA
  • 09/2019 → 07/2022
    California Community Foundation
    Los Angeles, CA
  • 05/2018 → 09/2019
    The California Endowment
    Los Angeles, CA
  • 10/2013 → 05/2018
    California Community Foundation
    Los Angeles, CA
  • 07/2022 → 11/2022
    Mental Health Break
    Santa Monica, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-20
  • S65 Uniform Investment Adviser Law Examination
    2023-05-20

View on SEC IAPD

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