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Current Employers
Capital Synergy Partners

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2018-11-02
  • IN RA
    APPROVED
    Since 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

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
Foresters Equity Services, Inc. San Diego CA 07/2016 10/2018
Capital Synergy Partners, Inc. Newport Beach CA 10/2018 Present
  • 07/2016 → 10/2018
    Foresters Equity Services, Inc.
    San Diego, CA
  • 10/2018 → Present
    Capital Synergy Partners, Inc.
    Newport Beach, CA
Previous Registrations
  • 2017-01-04 → 2018-11-01
    Foresters Equity Services, Inc.
    Greenwood, IN
    Milan, IN
    Livonia, MI
  • 2006-07-17 → 2008-11-04
    Indianapolis, IN
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-01
S63 Uniform Securities Agent State Law Examination 2000-05-04
  • S65 Uniform Investment Adviser Law Examination
    2016-12-01
  • S63 Uniform Securities Agent State Law Examination
    2000-05-04
Other Names
  • Lance Talbert
  • Gilbert Lance Talbert
  • Gilbert L Talbert

View on SEC IAPD

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