DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ABACUS WEALTH PARTNERS
Santa Monica, CA | SANTA MONICA, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ABACUS WEALTH PARTNERS | Independent wealth | Jan 21, 2004 | n/a | yes | SANTA MONICA, CA|Santa Monica, CA | Current employment |
| ALIGN IMPACT, LLC | Former SEC adviser | Sep 25, 2015 | Jul 18, 2019 | no | CALDWELL, ID | Previous registration |
| ABACUS PORTFOLIOS | n/a | Jun 22, 2004 | Jan 21, 2010 | no | PACIFIC PALISADES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALIGN IMPACT, LLC | n/a | Jul 18, 2019 | n/a | n/a | Departure no registered destination | Departure |
| ABACUS PORTFOLIOS | ALIGN IMPACT, LLC | Jan 21, 2010 | Sep 25, 2015 | 2,073 | Firm change after gap | Other |