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2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-21 |
Branch Locations
3820 Del Amo Blvd., #301, Torrence, CA 90503 • United States
2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Synergy Partners, Inc. | Irvine | CA | 12/2011 | Present |
PACIFIC PARTNERS 3820 DEL AMO BLVD., #301 TORRENCE, CA 90503 OWNER/INSURANCE SALES EFFECITVE: 04/1989 130 HOURS PER MONTH/6 HOURS PER MONTH DURING MARKET HOURS BASKETBALL REFEREE 3820 DEL AMO BLVD., #301 TORRENCE, CA 90503 EFFECTIVE: 09/2008 20 HOURS PER MONTH/0 HOURS PER MONTH DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-03 |
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