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2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-11-02 |
Branch Locations
2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
48 N. Emerson Ave., Ste 700, Greenwood, IN 46143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Equity Services, Inc. | San Diego | CA | 07/2016 | 10/2018 |
| Capital Synergy Partners, Inc. | Newport Beach | CA | 10/2018 | Present |
TALBERT FINANCIAL SERVICES 48 N. EMERSON AVE., STE. 700 GREENWOOD, IN 46143 OWNER/PRESIDENT/FIXED INSURANCE EFFECTIVE 07/2000 60 HOURS PER MONTH/40 HOURS PER MONTH DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-04 |
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