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1485 East Valley Road Suite 2, Montecito, CA 93111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-01 |
Branch Locations
1485 East Valley Road Suite 2, Montecito, CA 93111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Partnervest | Santa Barbara | CA | 01/2005 | 05/2021 |
| Partnervest Financial Group | Santa Barbara | CA | 01/2005 | 10/2020 |
| Sorrento Pacific Financial, Llc | Santa Barbara | CA | 07/2009 | 01/2019 |
| Changepath, Llc | Leawood | KS | 10/2020 | 05/2021 |
| Harbor Hills, Inc. | Montecito | CA | 05/2021 | Present |
| Harbor Hills, Inc. | Montecito | CA | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-09 |
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