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Advisor at ABACUS WEALTH PARTNERS
SANTA MONICA, CA | Reseda, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ABACUS WEALTH PARTNERS | Independent wealth | Aug 27, 2013 | n/a | yes | SANTA MONICA, CA|Reseda, CA | Current employment |
| LAMB FINANCIAL PLANNING, LLC | n/a | Dec 8, 2009 | Aug 2, 2013 | no | ENCINO, CA | Previous registration |
| GAINSBOROUGH FINANCIAL CONSULTANTS, INC. | Former SEC adviser | Jun 5, 2006 | Jul 1, 2009 | no | LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LAMB FINANCIAL PLANNING, LLC | ABACUS WEALTH PARTNERS | Aug 2, 2013 | Aug 27, 2013 | 25 | Firm change | Other |
| GAINSBOROUGH FINANCIAL CONSULTANTS, INC. | LAMB FINANCIAL PLANNING, LLC | Jul 1, 2009 | Dec 8, 2009 | 160 | Firm change | Other |