Best Investors Account Sign in
Current Employers
Capital Synergy Partners

2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-01-10
  • NE RA
    APPROVED
    Since 2026-01-10

Branch Locations

2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States

706 North 129Th Street, Suite 105, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial West Group Westlake Village CA 01/2006 Present
  • 01/2006 → Present
    Financial West Group
    Westlake Village, CA
Previous Registrations
  • 2007-10-18 → 2011-12-31
    Financial West Group
    Omaha, NE
    Northridge, CA
    Omaha, NE
    Irvine, CA
    Omaha, NE
    Omaha, NE
Other Businesses

DIMARTINO & ASSOCIATES, INC. INSURANCE SALES-INSURANCE BROKER 706 NORTH 129TH STREET, SUITE 105 OMAHA, NE 68154 PRESIDENT/ NON INVESTMENT RELATED EFFECTIVE: 1996 SALE OF HEALTH INSURANCE, MEDICARE SUPPLEMENT, LIFE INSURANCE, LONG TERM CARE, ETC. 95 HOURS PER MONTH/50 HOURS DURING MARKET HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-22
S63 Uniform Securities Agent State Law Examination 1997-01-14
  • S65 Uniform Investment Adviser Law Examination
    2007-09-22
  • S63 Uniform Securities Agent State Law Examination
    1997-01-14
Other Names
  • Lorraine Seidel
  • Lorrie Dimartino

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Irvine, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor