Webchangepath, llc . supervisory procedures . and . compliance manual . october 27th, 2024. this supervisory procedures and compliance manual is the property of changepath, llc and must be returned to changepath llc should an employee’s association terminate for any reason. the contents of this document are confidential and should not be provided to WebIA CHANGEPATH, LLC 281213 Topeka, KS 09/17/2024 - 12/01/2024 IA PARK AVENUE SECURITIES LLC 46173 OLATHE, KS 12/18/2024 - 03/11/2024 B PARK AVENUE SECURITIES LLC 46173 OLATHE, KS 05/13/2024 - 03/11/2024 For additional registration and employment history details as reported by the individual, refer to the Registration …
IAPD - Investment Adviser Public Disclosure - Homepage
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Andrew Congleton - Financial Advisor - ChangePath
WebFinancial Planner, ChFC, RICP. Brian Harrold is a graduate of the University of Kansas. He holds a degree in Economics as well as his life and health licenses and Series 7 and 66 registrations. Brian earned his Chartered Financial Consultant® designation from the American College of Financial Services in 2016 and his Retirement Income ... WebApr 4, 2024 · Securities and Advisory Services offered through Client One Securities, LLC Member FINRA/SIPC, and an Investment Advisor Advisory Services Offered Through CreativeOne Securities, LLC and ChangePath, LLC.Affinity Asset Management, LLC, CreativeOne Wealth, LLC and CreativeOne Securities, LLC are separate entities. Webpractices of ChangePath LLC. If you have any questions about the contents of this Brochure, please contact ChangePath LLC’s Chief Compliance Officer (“CCO”), J.P. Rankin, at (913) 402-2175 or by email at . [email protected]. The information in this Brochure has not been approved or verified by the U.S. Securities and hotel screening rooms los angeles