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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 2020-10-28
  • CA RA
    APPROVED
    Since 2020-10-28

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
Partnervest Advisory Services Santa Barbara CA 04/2009 10/2020
Sorrento Pacific Financial, Llc Pasadena CA 07/2009 Present
Changepath, Llc Leawood KS 10/2020 Present
  • 04/2009 → 10/2020
    Partnervest Advisory Services
    Santa Barbara, CA
  • 07/2009 → Present
    Sorrento Pacific Financial, Llc
    Pasadena, CA
  • 10/2020 → Present
    Changepath, Llc
    Leawood, KS
Previous Registrations
  • 2009-04-22 → 2020-11-06
    Partnervest Advisory Services Llc
    Pasadena, CA
    Santa Barbara, CA
  • 2005-12-07 → 2009-04-23
    Pasadena, CA
    Pasadena, CA
Other Businesses

1) NAME OF THE OTHER BUSINESS: RANDALL BISHOP, ESQ INVESTMENT-RELATED: NO ADDRESS OF THE OTHER BUSINESS: 161 SEQUOIA DRIVE, PASADENA, CA 91105 YOUR POSITION OR TITLE: ATTORNEY NATURE OF THE OTHER BUSINESS: PRIVATE BUSINESS START DATE: 08/03/2009 APPROXIMATE NUMBER OF HOURS/MONTH: 15 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 7 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: TRUST ADMINISTRATION, WILLS AND TRUST LAW, TAX LAW AND ESTATE PLANNING LAW COMPENSATION: YES 2) NAME OF THE OTHER CHANGEPATH, LLC INVESTMENT- RELATED:YES ADDRESS OF THE OTHER BUSINESS:161 Sequoia Pasadena, CA 91105 YOUR POSITION OR TITLE:Investment Advisor NATURE OF THE OTHER BUSINESS:Investment Related START DATE:8/3/2009 APPROXIMATE NUMBER OF HOURS/MONTH: 100 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 75 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Manage advisory accounts, produce financial plans COMPENSATION : YES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-05
  • S66 Uniform Combined State Law Examination
    2005-12-05
Other Names
  • Randall Bishop

View on SEC IAPD

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