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Inactive

Wilson S Li

Abacus Wealth Partners

Santa Monica, CA

Chapel Hill, NC

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Current Employers
Abacus Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-04-10
NC RA APPROVED 2024-04-10
  • CA RA
    APPROVED
    Since 2024-04-10
  • NC RA
    APPROVED
    Since 2024-04-10

Branch Locations

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

Chapel Hill, NC • 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
Woodward Financial Advisors Chapel Hill NC 05/2021 02/2024
Umstead Hotel And Spa Cary NC 04/2018 01/2021
The Carolina Inn Chapel Hill NC 04/2018 12/2018
Campus Cooks Chapel Hill NC 08/2017 05/2018
Sheraton Chapel Hill Chapel Hill NC 05/2013 06/2017
Abacus Wealth Partners Santa Monica CA 03/2024 Present
Unemployed Chapel Hill NC 01/2021 05/2021
  • 05/2021 → 02/2024
    Woodward Financial Advisors
    Chapel Hill, NC
  • 04/2018 → 01/2021
    Umstead Hotel And Spa
    Cary, NC
  • 04/2018 → 12/2018
    The Carolina Inn
    Chapel Hill, NC
  • 08/2017 → 05/2018
    Campus Cooks
    Chapel Hill, NC
  • 05/2013 → 06/2017
    Sheraton Chapel Hill
    Chapel Hill, NC
  • 03/2024 → Present
    Abacus Wealth Partners
    Santa Monica, CA
  • 01/2021 → 05/2021
    Unemployed
    Chapel Hill, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-05
  • S65 Uniform Investment Adviser Law Examination
    2023-10-05

View on SEC IAPD

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