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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 | 2026-07-10 |
Branch Locations
Sebastopol, CA • United States
101 S Main St, Sebastopol, CA 95472 • United States
429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc | San Francisco | CA | 10/2025 | 06/2026 |
| Scinto Group Llp | Grass Valley | CA | 07/2024 | 07/2025 |
| Hawaii Health Partners - Hph | Honolulu | CA | 01/2024 | 04/2024 |
| South Lake Partners Llc | Anaheim | CA | 05/2024 | 06/2024 |
| N/A | Honolulu | HI | 07/2023 | 12/2023 |
| Buck Institute For Research On Aging | Novato | CA | 12/2020 | 06/2023 |
| Falcon Critical Care Transport | Sunnyvale | CA | 09/2018 | 06/2019 |
| Ucsc Biomedical Engineering | Santa Cruz | CA | 07/2019 | 08/2019 |
| June Bugs Gym | Santa Cruz | CA | 09/2019 | 10/2019 |
| N/A | Santa Cruz | CA | 11/2019 | 11/2020 |
| Premier Physical Therapy | Santa Cruz | CA | 07/2017 | 08/2018 |
| Ucsc- Opers | Santa Cruz | CA | 12/2016 | 06/2017 |
| N/A | Sebastopol | CA | 01/2015 | 11/2016 |
| Outlier Ai | Grass Valley | CA | 08/2024 | 04/2025 |
| Abacus Wealth Partners, Llc | Sebastopol | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-18 |
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