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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 2024-12-10
  • CA RA
    APPROVED
    Since 2024-12-10

Branch Locations

Pasadena, CA • 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
Creativeone Wealth, Llc Overland Park KS 12/2024 Present
Bishop Wealth Management Pasadena CA 02/2024 Present
Los Angeles Dependency Lawyers Monterey Park CA 04/2023 01/2024
Panda Restaurant Group Rosemead CA 11/2021 02/2023
Office Of The Public Defender, Bakersfield Bakersfield CA 10/2020 08/2021
Public Defender's Orange County Westminster CA 08/2021 11/2021
Southwestern School Of Law Los Angeles CA 08/2013 12/2016
The Cheesecake Factory Arcadia CA 05/2010 03/2019
Unemployed Pasadena CA 03/2019 10/2020
  • 12/2024 → Present
    Overland Park, KS
  • 02/2024 → Present
    Bishop Wealth Management
    Pasadena, CA
  • 04/2023 → 01/2024
    Los Angeles Dependency Lawyers
    Monterey Park, CA
  • 11/2021 → 02/2023
    Panda Restaurant Group
    Rosemead, CA
  • 10/2020 → 08/2021
    Office Of The Public Defender, Bakersfield
    Bakersfield, CA
  • 08/2021 → 11/2021
    Public Defender's Orange County
    Westminster, CA
  • 08/2013 → 12/2016
    Southwestern School Of Law
    Los Angeles, CA
  • 05/2010 → 03/2019
    The Cheesecake Factory
    Arcadia, CA
  • 03/2019 → 10/2020
    Unemployed
    Pasadena, CA
Other Businesses

1.) Bishop and Bishop; not investment related; Estate Planning/Legal; 161 sequoia Dr. Pasadena, CA 91105; Attorney; Legal work; 2/2024; 10 hrs/mo; 0 hrs/mo 2.) Bishop Wealth Management; investment related; 161 sequoia Dr. Pasadena, CA 91105; IAR; Client Advisory; 02/2024; 40 hrs/mo; 40 hrs/mo

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-16
  • S65 Uniform Investment Adviser Law Examination
    2024-08-16
Other Names
  • Lee Bishop

View on SEC IAPD

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