Best Investors Account Sign in
Current Employers
Creativeone Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-07-20
  • CA RA
    APPROVED
    Since 2018-07-20

Branch Locations

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

2120 Foothill Blvd Ste 200, La Verne, CA 91750 • United States

21 Miller Alley, Suite 210, Pasadena, CA 91103 • 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
Cona Investment Advisors, Llc (154483) La Verne CA 07/2010 08/2018
Ind. Insurance Agent La Verne CA 05/2005 Present
Change Path, Llc Pasadena CA 07/2018 Present
  • 07/2010 → 08/2018
    Cona Investment Advisors, Llc (154483)
    La Verne, CA
  • 05/2005 → Present
    Ind. Insurance Agent
    La Verne, CA
  • 07/2018 → Present
    Change Path, Llc
    Pasadena, CA
Previous Registrations
  • 2010-08-13 → 2018-08-22
    Cona Investment Advisors, Llc
    La Verne, CA
  • 2007-12-17 → 2010-01-06
    Gold River, CA
    La Verne, CA
    La Verne, CA
    Clearwater, FL
Other Businesses

1)FIXED INSURANCE SALES. INVESTMENT RELATED. LA VERNE, CA. STARTED 05/2005 / FIXED INSURANCE SALES / 20 HRS/MTH DURING TRADING 20 HRS 2) COBBLESTONE APPLIED RESEARCH & EVALUATION INC. BUSINESS CONSULTANT. LA VERNE, CA. NOT INVESTMENT RELATED. COBBLESTONE PROVIDES PROGRAM EVALUATION AND SOCIAL SCIENCE RESEARCH IN THE FIELD OF EDUCATION. MR. EDDY PROVIDES CONSULTATION TO THE FIRM AND EMPLOYEES TO SUPPORT THE DEVELOPMENT OF LEADERSHIP SKILLS AND IMPROVEMENT OF BUSINESS PROCESSES THROUGHOUT THE ORGANIZATION. STARTED 08/08. 11-20 HOURS/MONTH (6-10 DURING BUSINESS HOURS). 3) SIERRA LA VERNE HOA. VICE PRESIDENT. LA VERNE, CA. NOT INVESTMENT RELATED. HOMEOWNERS ASSOCIATION. RESPONSIBLE FOR ATTENDING HOA BOARD MEETINGS AND VOTING ON HOA ISSUES. STARTED 12/13. 1-5 HOURS/MONTH (1-5 DURING BUSINESS HOURS). 4) REEBROKER GROUP. REAL ESTATE AGENT. OCEANSIDE, CA. SALES OF REAL ESTATE OR REFERRAL TO OTHER AGENTS. NOT INVESTMENT RELATED. STARTED 03/09. 1-5 HOURS/MONTH (1-5 DURING BUSINESS HOURS). 5) FACTOR FOUR, LLC. MANAGING MEMBER. PASADENA, CA. RESPONSIBLE FOR THE OVERSIGHT OF THE COMPANY WHICH IS A HOLDING COMPANY FOR CERTAIN DIGITAL ASSETS/BRANDS THAT MAY BE DEPLOYED OR SOLD IN THE FUTURE. NOT INVESTMENT RELATED. STARTED 05/17. 1-5 HOURS/MONTH (1-5 DURING BUSINESS HOURS).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-08
S63 Uniform Securities Agent State Law Examination 2005-09-09
  • S65 Uniform Investment Adviser Law Examination
    2007-10-08
  • S63 Uniform Securities Agent State Law Examination
    2005-09-09
Other Names
  • Richard C Eddy
  • Richard C Eddy
  • Richard Charles Eddy

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor