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Margaret Martin Loncki

Merus Advisors, LLC

Santa Barbara, CA

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Current Employers
Merus Advisors, Llc

801 Garden Street Suite 300, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

801 Garden Street Suite 300, Santa Barbara, CA 93101 • 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
Claremont Mckenna College Claremont CA 01/2010 06/2018
Certis Capital Santa Barbara CA 06/2018 Present
  • 01/2010 → 06/2018
    Claremont Mckenna College
    Claremont, CA
  • 06/2018 → Present
    Certis Capital
    Santa Barbara, CA
Previous Registrations
Other Businesses

Martin Untied LLC, a property management company operating multi family real estate. Margaret Loncki is the Managing Member of the LLC. Company was started by Margaret Loncki and Susan Budinger on July 15th, 2021 Business Address is 801 Garden Street, Suite 300, Santa Barbara, CA 93101 This business is operated outside of regular business and trading hours. Approximate hours devoted to the business monthly is 20.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-13
  • S65 Uniform Investment Adviser Law Examination
    2023-07-13
Other Names
  • Margaret Loncki

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