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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-26 |
Branch Locations
4000 Modoc Rd. Suite 3, Santa Barbara, CA 93105 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-07-20 |
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