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Current Employers
Abacus Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-25
CA RA APPROVED 2019-08-08
  • TX RA
    APPROVED
    Since 2022-08-25
  • CA RA
    APPROVED
    Since 2019-08-08

Branch Locations

Plano, TX • 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 07/2019 Present
Virginia Polytechnic Institute & State University Blacksburg VA 08/2015 05/2019
Sullivan, Bruyette, Speros & Blayney Mclean VA 05/2018 08/2018
Monument Wealth Management Alexandria VA 05/2017 08/2017
N/A Leesburg VA 05/2019 06/2019
  • 07/2019 → Present
    Santa Monica, CA
  • 08/2015 → 05/2019
    Virginia Polytechnic Institute & State University
    Blacksburg, VA
  • 05/2018 → 08/2018
    Sullivan, Bruyette, Speros & Blayney
    Mclean, VA
  • 05/2017 → 08/2017
    Monument Wealth Management
    Alexandria, VA
  • 05/2019 → 06/2019
    N/A
    Leesburg, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-08
  • S65 Uniform Investment Adviser Law Examination
    2019-08-08
Designations

View on SEC IAPD

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