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Current Employers
Creativeone Wealth, Llc

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-10-28
  • CA RA
    APPROVED
    Since 2020-10-28

Branch Locations

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Pasadena, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lorraine Bishop Attorney At Law Pasadena CA 07/1981 Present
Sorrento Pacific Financial, Llc Pasadena CA 07/2009 Present
Partnervest Advisory Services Llc Santa Barbara CA 03/2007 10/2020
Changepath, Llc Leawood KS 10/2020 Present
  • 07/1981 → Present
    Lorraine Bishop Attorney At Law
    Pasadena, CA
  • 07/2009 → Present
    Sorrento Pacific Financial, Llc
    Pasadena, CA
  • 03/2007 → 10/2020
    Partnervest Advisory Services Llc
    Santa Barbara, CA
  • 10/2020 → Present
    Changepath, Llc
    Leawood, KS
Previous Registrations
  • 2007-04-03 → 2020-11-05
    Partnervest Advisory Services Llc
    Pasadena, CA
    Santa Barbara, CA
  • 2001-03-15 → 2007-03-21
    Woodland Hills, CA
    Woodland Hills, CA
Other Businesses

NAME OF THE OTHER BUSINESS: BISHOP AND BISHOP INVESTMENT-RELATED: NO ADDRESS OF THE OTHER BUSINESS: 161 SEQUOIA DR., PASADENA, CA 91105 YOUR POSITION OR TITLE: PARTNER NATURE OF THE OTHER BUSINESS: LEGAL START DATE: 02/12/1983 APPROXIMATE NUMBER OF HOURS/MONTH: 20 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: CLIENT CONTACT, LEGAL REVIEW, ESTATE PLANNING LEGAL PRACTICE COMPENSATION: YES NAME OF THE OTHER BUSINESS: INSURANCE INVESTMENT-RELATED: YES ADDRESS OF THE OTHER BUSINESS: 161 SEQUOIA DR., PASADENA, CA 91105 YOUR POSITION OR TITLE: INSURANCE AGENT NATURE OF THE OTHER BUSINESS: INSURANCE START DATE: 08/03/2009 APPROXIMATE NUMBER OF HOURS/MONTH: 40 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: SALES OF FIXED, INDEX, LIFE, HEALTH, P&C INSURANCE PRODUCTS COMPENSATION: YES NAME OF THE OTHER BUSINESS: CHANGEPATH, LLC INVESTMENT-RELATED: YES ADDRESS OF THE OTHER BUSINESS: 161 SEQUOIA DR., PASADENA, CA 91105 YOUR POSITION OR TITLE: INVESTMENT ADVISOR NATURE OF THE OTHER BUSINESS: INVESTMENT RELATED START DATE: 08/03/2009 APPROXIMATE NUMBER OF HOURS/MONTH: 180 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 130 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: MANAGE ADVISORY ACCOUNTS, PRODUCE FINANCIAL PLANS COMPENSATION: YES NAME OF THE OTHER BUSINESS: GLENDALE COMMUNITY COLLEGE INVESTMENT-RELATED: NO ADDRESS OF THE OTHER BUSINESS: YOUR POSITION OR TITLE: ADJUNCT INSTRUCTION NATURE OF THE OTHER BUSINESS: EDUCATION START DATE: SEP 2004 APPROXIMATE NUMBER OF HOURS/MONTH: 14 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: TEACH 1-2 CLASSES A SEMESTER IN BUSINESS LAW OR INTERNATIONAL MARKETING. COMPENSATION: YES NAME OF THE OTHER BUSINESS: Abell Family Trust, Trustee INVESTMENT-RELATED: NO ADDRESS OF THE OTHER BUSINESS: 161 Sequoia Dr. Pasadena, CA 91105 YOUR POSITION OR TITLE: Trustee NATURE OF THE OTHER BUSINESS: START DATE: 2000 APPROXIMATE NUMBER OF HOURS/MONTH:7 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: COMPENSATION: No NAME OF THE OTHER BUSINESS:ChangePath LLC INVESTMENT- RELATED:Yes ADDRESS OF THE OTHER BUSINESS:Pasadena, CA 91105 YOUR POSITION OR TITLE:IAR NATURE OF THE OTHER BUSINESS:Financial Institution START DATE:10/28/2020 APPROXIMATE NUMBER OF HOURS/MONTH:120 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:120 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Advisory Services as IAR COMPENSATION :Yes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-01-22
  • S66 Uniform Combined State Law Examination
    2001-01-22
Other Names
  • Lorraine Gail Abell

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