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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-12-11 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
1700 S El Camino Real Suite 375, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial North | Burlingame | CA | 12/2005 | Present |
| Client One Securities, Llc | Burlingame | CA | 07/2016 | 12/2017 |
| Change Path Llc | Leawood | KS | 12/2017 | Present |
| Vision Insurance Partners | Reno | NV | 04/2016 | 06/2021 |
1. NAME: HERITAGE FINANCIAL NORTH; ADDRESS: SAME AS NON-REGISTERED ADDRESS; STATE DATE: 07/23/07; INVESTMENT RELATED: YES; HOURS PER MONTH: 90; HOURS DURING TRADING: 60; POSITION: OWNER/INSURANCE AGENT; RESPONSIBILITIES: SALE OF LIFE INSURANCE AND ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-30 |
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