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Advisor at ABACUS WEALTH PARTNERS
Richmond, CA | SANTA MONICA, CA | San Carlos, 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 | Sep 3, 2026 | n/a | yes | San Carlos, CA|Richmond, CA|SANTA MONICA, CA | Current employment |
| TREEHOUSE WEALTH ADVISORS | Independent wealth | Feb 5, 2025 | Sep 8, 2026 | no | WALNUT CREEK, CA|San Francisco, CA | Previous registration |
| THE HUMPHREYS GROUP | Former SEC adviser | Mar 3, 2020 | Jan 16, 2025 | no | SAN FRANCISCO, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 23, 2015 | Apr 25, 2017 | no | MILL VALLEY, CA|SAUSALITO, CA|MILL VALLEY, CA|MILL VALLEY, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TREEHOUSE WEALTH ADVISORS | ABACUS WEALTH PARTNERS | Sep 8, 2026 | Sep 3, 2026 | -5 | Firm change | RIA to RIA |
| THE HUMPHREYS GROUP | TREEHOUSE WEALTH ADVISORS | Jan 16, 2025 | Feb 5, 2025 | 20 | Firm change | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | THE HUMPHREYS GROUP | Apr 25, 2017 | Mar 3, 2020 | 1,043 | Firm change after gap | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 132415:292016:CA:2025-01-16 | Jan 16, 2025 | Feb 5, 2025 | SAN FRANCISCO, CA | Firm change |