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15 W Carrillo St, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Synergy Partners, Inc. | Newport Beach | CA | 01/2014 | 12/2022 |
| Cornerstone Insurance Services, Llc | Goleta | CA | 11/2012 | 01/2022 |
| Select Investment Services | Santa Barbara | CA | 05/2024 | Present |
| Wealth Innovation | San Luis Obispo | CA | 01/2023 | 10/2024 |
| Select Insurance Services | Santa Barbara | CA | 09/2022 | Present |
1)SELECT INSURANCE SERVICES 15 CARRILLO ST. SANTA BARBARA, CA 93101 OWNER/INSURANCE BROKER/FIXED INSURANCE EFFECT: 09/2022 20 HOURS PER MONTH/20 HOURS PER MONTH DURING MARKET HOURS 2)SBCERS 130 ROBIN HILL RD, SUITE 100 GOLETA, CA 93117 VOTING TRUSTEE EFFECT: 2017 4 HOURS PER MONTH/4 HOURS PER MONTH DURING MARKET HOURS 3) THE SB COTTAGES 609 BATH ST. SANTA BARBARA, CA 93101 OWNER EFFECT: 2025 15 HOURS PER MONTH/15 HOURS PER MONTH DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-11 |
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