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2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-06-08 |
Branch Locations
11201 N. Tatum Blvd., Sute 300, Scottsdale, AZ 85028 • 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 |
|---|---|---|---|---|
| National Life Group | Monpelier | VT | 02/2010 | Present |
| Capital Synergy Partners, Inc. | Irvine | CA | 05/2011 | Present |
BLAU FINANCIAL SERVICES.INV REL.SCOTTSDALE, AZ. INSURANCE.SOLE PROP.2001/PRES. 30HRS/MO.DUR TRD HRS. I AM AN AGENT FOR SEVERAL INSURANCE COMPANIES TO SELL LIFE, DISABILITY & HEALTH JEWISH FREE LOAN ASSOC. OF GREATER PHOENIX BOARD MEMBER/NON INVESTMENT RELATED/CHARITY 3443 N. CENTRAL AVE., SUITE 707 PHOENIX, AZ 85012 EFFECTIVE: 2005 6 HOURS PER MONTH/6 HOURS PER MONTH DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-11 |
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