Marcy Sheer Burton

Current Employers

Employment History

• 05/2002 → 01/2018
  Partnervest Financial Group Llc
  Santa Barbara, CA
• 05/2002 → 10/2020
  Partnervest Advisory Services
  Santa Barbara, CA
• 05/2002 → 10/2020
  Partnervest Insurance Services
  Santa Barbara, CA
• 02/2014 → 12/2018
  Sorrento Pacific Financial, Llc
  San Diego, CA
• 10/2020 → 04/2026
  Sorrento Pacific Financial,Llc
  San Diego, CA
• 10/2020 → 04/2026
  Changepath, Llc
  Leawood, KS
• 04/2026 → Present
  Zacks Intelligence, Llc
  Chicago, IL

Previous Registrations

• 2020-10-26 → 2026-05-15
  Creativeone Wealth, Llc
  Overland Park, KS
  Santa Barbara, CA
• 2003-06-24 → 2020-11-05
  Partnervest Advisory Services Llc
  Santa Barbara, CA
  Santa Barbara, CA
  Santa Barbara, CA
  Montecito, CA

Other Businesses

Name of Other Business: ChangePath, LLC Investment-Related: Yes Address of Other Business: 1225 Coast Village Rod, Ste C, Santa Barbara, CA 93108 Your Position or Title: Investment Adviser Representative Nature of the Other Business: Investment Related Start Date: 10/26/2020 Approximate Number of Hours/Mont: 180 Approximate number of hours during trading hours: Full Time Briefly Describe your duties related to the other business: Financial planning, advice and sales, sale of fixed, index, life health and property/casualty insurance SARAH HOUSE, NOT INVESTMENT RELATED; 2612 MODOC RD. SANTA BARBARA, CA 93105; SOCIAL NON-PROFIT HOSPICE; BOARD MEMBER; PARTICIPATE ON INVESTMENT COMMITTEE FOR THE ORGANIZATION WHICH IS A CLIENT OF CHANGEPATH, STAFF HIRING DECISIONS, REVIEW BUDGETS; SINCE 01/2019; APX 5 HOURS PER MONTH, 1 OF WHICH IS DURING TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-08-05

Other Names

• Marcy Sheer