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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-27 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
4000 Modoc Road Suite 3, Santa Barbara, CA 93110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Partnervest Advisory Services, Llc | Santa Barbara | CA | 12/2012 | 10/2020 |
| American Independent Securities Group, Llc | Eagle | ID | 02/2013 | 09/2016 |
| Changepath, Llc | Leawood | KS | 10/2020 | Present |
1. Fixed Insurance Sales. 240 Mohawk Rd, Santa Barbara, CA. Independent Insurance Agent. Not investment related. 1 hr/week during trading hours. 2.Mr. Gagnon is the owner and manager of a residential rental property. This requires a di minimis amount of his time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-20 |
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