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2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-15 |
| CA | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
| AZ | RA | APPROVED | 2021-10-20 |
| MO | RA | APPROVED | 2021-01-05 |
| MN | RA | APPROVED | 2019-12-03 |
| NC | RA | APPROVED | 2014-09-11 |
| NE | RA | APPROVED | 2014-07-23 |
Branch Locations
2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
233 S. 13Th St. Suite 1100, Lincoln, NE 68508 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Synergy Partners, Inc. | Newport Beach | CA | 06/2014 | Present |
CHRISTIANSEN FINANCIAL SERVICES, INC. 233 S. 13TH ST. SUITE 1100 LINCOLN, NE 68508 PRESIDENT/OWNER/FIXED INSURANCE EFFECTIVE: 04/2002 80 HOURS PER MONTH/4 HOURS PER DAY DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-01 |
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