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530 Wilshire Blvd Ste 206, Santa Monica, CA 90401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-04 |
Branch Locations
222 N. Pacific Coast Highway, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abacus Wealth Partners | Santa Monica | CA | 11/2016 | 01/2022 |
| C2 Education | Palos Verdes | CA | 06/2015 | 11/2016 |
| Quantum Financial Advisors, Llc | Manhattan Beach | CA | 02/2022 | Present |
Lightsquared Education, Non invst related, Tutoring Services, 4 hrs/mo, 0 trade hrs/mo, Teach students, math, science, finance. Wormburners Media, Inc., Non invst related, Video Production, 8 hrs/mo, 0 trade hrs/mo, shareholder and video editor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-01 |
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