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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 2020-10-26
  • CA RA
    APPROVED
    Since 2020-10-26

Branch Locations

4000 Modoc Rd. Suite 3, Santa Barbara, CA 93105 • 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 Financial Group Llc Santa Barbara CA 05/2001 12/2024
Partnervest Advisory Services Llc Santa Barbara CA 06/2001 12/2024
Sorrento Pacific Financial, Llc San Diego CA 09/2009 11/2016
Elysian Capital Markets Group, Llc Rancho Santa Margarita CA 07/2016 10/2019
Mit Associates, Llc Santa Barbara CA 10/2018 01/2020
Elysian Capital Holdings, Llc Rancho Santa Margarita CA 05/2016 01/2020
Creativeone Wealth, Llc (Formerly Changepath, Llc) Overland Park KS 10/2020 Present
  • 05/2001 → 12/2024
    Partnervest Financial Group Llc
    Santa Barbara, CA
  • 06/2001 → 12/2024
    Partnervest Advisory Services Llc
    Santa Barbara, CA
  • 09/2009 → 11/2016
    Sorrento Pacific Financial, Llc
    San Diego, CA
  • 07/2016 → 10/2019
    Elysian Capital Markets Group, Llc
    Rancho Santa Margarita, CA
  • 10/2018 → 01/2020
    Mit Associates, Llc
    Santa Barbara, CA
  • 05/2016 → 01/2020
    Elysian Capital Holdings, Llc
    Rancho Santa Margarita, CA
  • 10/2020 → Present
    Creativeone Wealth, Llc (Formerly Changepath, Llc)
    Overland Park, KS
Previous Registrations
  • 2002-07-08 → 2021-06-11
    Partnervest Advisory Services Llc
    Santa Barbara, CA
    Santa Barbara, CA
  • 2016-09-08 → 2019-10-31
    Elysian Capital
    Rancho Santa Margarita, CA
Other Businesses

1) CreativeOne Wealth; investment related; 6330 Sprint Pkwy Suite 400, Overland Park, KS 66211; RIA; EVP; sister company to CreativeOne Securities. 1/31/2022; Hours spent on OBA per month 200; hours spent on OBA during trading hours per month 80; Billing 2) FINRA Dispute Resolution Inc; not investment related; 300 S Grand Avenue Suite 1700; LA CA 90071; arbitration; position - arbitrator; 2/2002; hours spent on OBA per month 1; hours spent on OBA during trading hours per month 1; Arbitrate Cases

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-07-20
  • S63 Uniform Securities Agent State Law Examination
    1983-07-20
Other Names
  • Ken Hyman
  • Kenneth Ross Hyman

View on SEC IAPD

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