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Investment Adviser Firm Summary

ABACUS WEALTH PARTNERS, LLC (CRD# 128590 / SEC# 801-62557)
Alternate Names: ABACUS WEALTH PARTNERS , ABACUS WEALTH PARTNERS, LLC , ABACUS-KIMBERLY PLACE 212, LLC , KUBERA PORTFOLIOS, LLC

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 01/02/2004

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Arizona 04/06/2010
California 01/05/2004
Colorado 01/08/2013
Connecticut 03/31/2014
District of Columbia 04/06/2010
Florida 04/07/2010
Georgia 03/30/2016
Hawaii 01/12/2004
Illinois 05/01/2014
Louisiana 01/08/2013
Maryland 01/08/2013
Massachusetts 01/12/2004
Minnesota 08/28/2015
New Hampshire 04/06/2010
New Jersey 01/15/2004
New Mexico 03/31/2014
New York 01/05/2004
North Carolina 03/31/2014
Ohio 03/17/2017
Oregon 04/06/2010
Pennsylvania 01/08/2004
Texas 04/06/2010
Utah 03/31/2014
Virginia 03/31/2014
Washington 04/06/2010
Wisconsin 03/30/2016

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser