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429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-11-19 |
Branch Locations
101 S. Main Street, Sebastopol, CA 95472 • United States
429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abacus Wealth Partners, Llc | Sebastopol | CA | 02/2012 | Present |
1. Name of other business: Metta LLC; Address: 101 S. Main Street, Sebastopol, CA 95472; Investment related; Nature of business: renting office space; Title: President; 1-5 hrs/month. 2. Name of other business: Sherman Financial; Address: 101 S. Main Street, Sebastopol, CA 95472; Non-Investment related; Nature of business: speaking about emotional intelligence and money; Title: President; 11-20 hrs/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1990-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-12 |
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