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2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-12-04 |
| FL | RA | APPROVED | 2023-06-06 |
| CT | RA | APPROVED | 2023-02-02 |
| NE | RA | APPROVED | 2022-08-24 |
| NJ | RA | APPROVED | 2022-07-13 |
| WI | RA | APPROVED | 2020-08-12 |
| AZ | RA | APPROVED | 2020-08-11 |
| TX | RA | APPROVED | 2020-01-16 |
| CA | RA | APPROVED | 2019-06-10 |
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 |
|---|---|---|---|---|
| Capital Synergy Partners, Inc. | Newport Beach | CA | 08/2018 | Present |
| Cps Insurance Services | Newport Beach | CA | 09/2016 | Present |
| Unemployed | Santa Ana | CA | 06/2016 | 09/2016 |
| Cps Financial & Insurance Services, Inc. | Newport Beach | CA | 07/2019 | Present |
CPS INSURANCE SERVICES 2860 MICHELLE DRIVE, SUITE 150 IRVINE, CA 92606 EMPLOYEE/SALES ASSOCIATE EFFECTIVE: 09/2016 40 HOURS PER MONTH/5 HOURS PER MONTH DURING MARKET HOURS CAPITAL SYNERGY PARTNERS, INC. 2860 MICHELLE DRIVE, SUITE 150 IRVINE, CA 92606 REGISTERED REPRESENTATIVE/BROKER DEALER EFFECTIVE: 08/2018 CPS FINANCIAL & INSURANCE SERVICES, INC. 2860 MICHELLE DRIVE, SUITE 150 IRVINE, CA 92606 REGISTERED REPRESENTATIVE EFFECTIVE: 07/19/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-28 |
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