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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-28 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-05 |
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