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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 2020-10-26
  • CA RA
    APPROVED
    Since 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

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
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
  • 07/2007 → 09/2016
    St Louis, MO
  • 09/2016 → 11/2016
    Wells Fargo Advisors, Llc
    Santa Barbara, CA
  • 11/2016 → 10/2018
    Santa Barbara, CA
  • 10/2018 → 10/2020
    Partnervest Advisory Services, Llc.
    Santa Barbara, CA
  • 09/2020 → 02/2023
    Mit Associates, Llc
    San Francisco, CA
  • 10/2020 → Present
    Creativeone Wealth, Llc Formerly Changepath, Llc
    Overland Park, KS
  • 10/2020 → Present
    Partnervest Advisory Services
    Santa Barbara, CA
Previous Registrations
  • 2018-10-15 → 2020-11-05
    Partnervest Advisory Services Llc
    Santa Barbara, CA
  • 2016-09-30 → 2018-10-25
    San Luis Obispo, CA
    Santa Barbara, CA
    Montecito, CA
  • 2007-10-17 → 2016-10-03
    Goleta, CA
    Santa Barbara, CA
    Goleta, CA
    St Louis, MO
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-12
S63 Uniform Securities Agent State Law Examination 2005-01-25
  • S66 Uniform Combined State Law Examination
    2007-10-12
  • S63 Uniform Securities Agent State Law Examination
    2005-01-25

View on SEC IAPD

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