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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-04-09 |
| RI | RA | APPROVED | 2020-10-26 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Beaufort, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Norb Vonnegut, Llc | Narragansett | RI | 02/2009 | Present |
| Fiduciary Wealth Partners | Boston | MA | 04/2017 | 09/2017 |
| Partnervest Advisory Services, Llc | Santa Barbara | CA | 01/2018 | 10/2020 |
| Creativeone Wealth, Llc | Leawood | KS | 10/2020 | Present |
| Second Opinion Wealth Management | Narragansett | RI | 11/2017 | Present |
Part-time author of fiction and non-fiction about the wealth management industry. My hours vary but average about 20 outside of trading, Monday through Friday. During trading, I sometimes interview industry experts about structural change in financial services. SECOND OPINION WEALTH MANAGEMENT - DBA, NOT INVESTMENT RELATED; 45 Patina Dr, Beaufort, SC 29907; OWNER SINCE 11/2017; APX 5 HOURS PER MONTH, ALL OF WHICH ARE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-28 |
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