Michael H Distefano

Current Employers

Creativeone Wealth, Llc

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2018-07-03

WI RA
APPROVED

Since 2018-07-03

Branch Locations

Mequon, WI • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Riverwater Partners Llc	Mequon	WI	05/2016	09/2017
Unemployed	N/A	WI	09/2017	06/2018
Change Path Llc	Leawood	KS	06/2018	Present

05/2016 → 09/2017

Riverwater Partners Llc

Mequon, WI
09/2017 → 06/2018

Unemployed

N/A, WI
06/2018 → Present

Change Path Llc

Leawood, KS

Previous Registrations

2016-10-21 → 2017-09-06

Riverwater Partners Llc

Milwaukee, WI
2004-08-03 → 2015-06-30

Heartland Advisors, Inc.

Milwaukee, WI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-10-12
S63	Uniform Securities Agent State Law Examination	1998-10-21

S65 Uniform Investment Adviser Law Examination

2004-10-12
S63 Uniform Securities Agent State Law Examination

1998-10-21

Other Names

Michael Distefano

View on SEC IAPD