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101 N Wacker Dr Suite 1500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-11 |
Branch Locations
Santa Barbra, CA • United States
101 N Wacker Dr Suite 1500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creativeone Wealth | Overland Park | KS | 08/2024 | 04/2026 |
| Partnervest Financial Group | Santa Barbara | CA | 08/2024 | 04/2026 |
| Santa Barbara Bowl Foundation | Santa Barbara | CA | 07/2017 | Present |
| Milestones Bar And Grill | London | 01/2014 | 07/2017 | |
| Sorrento Pacific Financial, Llc | San Diego | CA | 07/2024 | Present |
| Pfg Independent | Montecito | CA | 07/2024 | Present |
| Lpl Financial Llc | Montecito | CA | 05/2025 | 10/2025 |
NAME OF THE OTHER BUSINESS:Santa Barbara Board Foundation INVESTMENT- RELATED:No ADDRESS OF THE OTHER BUSINESS:Santa Barbara, CA 93103 NATURE OF THE OTHER BUSINESS:Private Business YOUR POSITION OR TITLE:Server START DATE:7/1/2017 APPROXIMATE NUMBER OF HOURS/MONTH:20 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Serving beer and wine COMPENSATION :Yes
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-14 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-09 |
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