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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-28 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-22 |
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