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2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Cps Insurance Services | Irvine | CA | 05/2000 | Present |
| Cps Financial & Insurance Services, Inc. | Irvine | CA | 05/2000 | Present |
| Capital Synergy Partners, Inc. | Irvine | CA | 07/2020 | Present |
CPS INSURANCE SERVICES 2860 MICHELLE DRIVE, SUITE 150 IRVINE, CA 92606 EMPLOYEE/LIFE INSURANCE SALES & MARKETING EFFECTIVE: 05/15/2000 160 HOURS PER MONTH/100 HOURS PER MONTH DURING MARKET HOURS CPS FINANCIAL & INSURANCE SERVICES 2860 MICHELLE DRIVE, SUITE 150 IRVINE, CA 92606 EMPLOYEE/WHOLESALE VARIABLE UNIVERSAL LIFE INSURANCE EFFECTIVE: 09/17/2007 2 HOURS PER MONTH/2 HOURS PER MONTH DURING MARKET HOURS CAPITAL SYNERGY PARTNERS, INC. 2860 MICHELLE DRIVE, SUITE 150 IRVINE, CA 92606 REGISTERED REPRESENTATIVE/BROKER DEALER EFFECTIVE: 07/2020 2 HOURS PER MONTH/2 HOURS PER MONTH DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-03-07 |
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