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530 Wilshire Blvd Ste 206, Santa Monica, CA 90401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-03-20 |
| CA | RA | APPROVED | 2022-02-01 |
Branch Locations
530 Wilshire Blvd Ste 206, Santa Monica, CA 90401 • United States
3000 Olympic Blvd Bldg 4, Santa Monica, CA 90404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abacus Wealth Partners | Santa Monica | CA | 02/2017 | 01/2022 |
| Unemployed | Lutherville | MD | 09/2016 | 02/2017 |
| Quantum Financial Advisors, Llc | Manhattan Beach | CA | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-26 |
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