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2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-01-07 |
| DC | RA | APPROVED | 2025-01-07 |
| FL | RA | APPROVED | 2025-01-07 |
| MI | RA | APPROVED | 2025-01-07 |
| NE | RA | APPROVED | 2025-01-07 |
| NV | RA | APPROVED | 2025-01-07 |
| NJ | RA | APPROVED | 2025-01-07 |
| OK | RA | APPROVED | 2025-01-07 |
| OR | RA | APPROVED | 2025-01-07 |
| SC | RA | APPROVED | 2025-01-07 |
| WI | RA | APPROVED | 2025-01-07 |
| MO | RA | APPROVED | 2018-08-13 |
| CT | RA | APPROVED | 2018-07-09 |
| TX | RA | APPROVED | 2016-10-26 |
| IN | RA | APPROVED | 2013-06-24 |
| AZ | RA | APPROVED | 2013-04-04 |
| LA | RA | APPROVED | 2013-01-10 |
| PA | RA | APPROVED | 2012-03-05 |
| OH | RA | APPROVED | 2012-01-09 |
| NC | RA | APPROVED | 2011-11-16 |
| MA | RA | APPROVED | 2011-09-26 |
| ID | RA | APPROVED | 2011-06-27 |
| IA | RA | APPROVED | 2011-06-03 |
| GA | RA | APPROVED | 2011-04-29 |
| MT | RA | APPROVED | 2011-02-22 |
Branch Locations
2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
Las Vegas, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Synergy Partners, Inc. | Irvine | CA | 01/2010 | Present |
OPTOMIS INSURANCE 130 ALPINE BAY LAS VEGAS, NV 89148 INSURANCE SALES OWNER EFFECTIVE: 11/1993 160 HOURS PER MONTH/4 HOURS PER DAY DURING MARKET HOURS SNIDER MANAGEMENT 130 ALPINE BAY LAS VEGAS, NV 89148 PRESIDENT REAL ESTATE MANAGEMENT EFFECTIVE 01/2007 20 HOURS PER MONTH/0 HOURS PER MONTH DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-09 |
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