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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-26 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
1330 Orange Ave Suite 324, Coronado, CA 92118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Levacy Photography | Coronado | CA | 09/2007 | 12/2016 |
| Sorrento Pacific Financial, Llc | Coronado | CA | 07/2009 | 04/2025 |
| Partnervest Advisory Services Llc | Santa Barbara | CA | 07/2009 | 10/2020 |
| Creativeone Wealth Formerly Changepath, Llc | Overland Park | KS | 10/2020 | Present |
| Creativeone Securities, Llc | Overland Park | KS | 04/2025 | Present |
1.) CreativeOne Wealth, LLC; investment related; 6330 Sprint Parkway Suite 400 Overland Park 66211; Investment Advising and Financial Planning; Investment Advisor; 10/2020; 120 hrs/mo; 120 hrs/mo 2.) The Levacy Group, Tax Services; not investment related; 1330 Orange Avenue, Suite 324; Coronado, CA 92118; Income tax preparation, filing, planning; Enrolled Agent; 02/2013; 120 hrs/mo; 60 hrs/mo 3.) The Levacy Group, Investment Services; investment related; 1330 Orange Avenue, Suite 324; Coronado, CA 92118; Investment Advising, Financial planning, Investment goal planning and guidance; Registered Rep, Investment Advisor; 08/2009; 120 hrs/mo; 120 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-28 |
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