Anthony Carl Purpero

Employer firm

Harbor Hills Financial Advisors CRD 312691

$128M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → 05/2021
  Partnervest
  Santa Barbara, CA
• 01/2005 → 10/2020
  Partnervest Financial Group
  Santa Barbara, CA
• 07/2009 → 01/2019
  Sorrento Pacific Financial, Llc
  Santa Barbara, CA
• 10/2020 → 05/2021
  Changepath, Llc
  Leawood, KS
• 05/2021 → Present
  Harbor Hills, Inc.
  Montecito, CA
• 06/2021 → Present
  Harbor Hills, Inc.
  Montecito, CA

Previous Registrations

• 2020-10-26 → 2021-05-05
  Creativeone Wealth, Llc
  Overland Park, KS
  Santa Barbara, CA
• 2005-01-31 → 2020-11-05
  Partnervest Advisory Services Llc
  Santa Barbara, CA
  Santa Barbara, CA
• 2002-12-05 → 2005-02-15
  Citigroup Global Markets Inc.
  Montecito, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-09-25
• S63 Uniform Securities Agent State Law Examination
  1983-11-09

Other Names

• Tony Purpero