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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
360 S Hope Ave C-210, Santa Barbara, CA 93105 • United States
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2007 | 09/2016 |
| Wells Fargo Advisors, Llc | Santa Barbara | CA | 09/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Santa Barbara | CA | 11/2016 | 10/2018 |
| Partnervest Advisory Services, Llc. | Santa Barbara | CA | 10/2018 | 10/2020 |
| Mit Associates, Llc | San Francisco | CA | 09/2020 | 02/2023 |
| Creativeone Wealth, Llc Formerly Changepath, Llc | Overland Park | KS | 10/2020 | Present |
| Partnervest Advisory Services | Santa Barbara | CA | 10/2020 | Present |
1. PARTNERVEST ADVISORY SERVICES (DBA); SANTA BARBARA, CA; INVESTMENT-RELATED; SINCE 09/2020; INSURANCE AGENT; ANNUITY SALES; DEVOTES 40 HOURS PER WEEK. 2.) CreativeOne; investment related; 6330 Sprint Parkway, Suite 400 Overland Park, Kansas 66211; Life Insurance and Annuity; Financial Advisor; 07/2025; 5-10 hrs/mo; 5-10 hrs/mo; Find insurance solutions for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-25 |
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