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2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-04-29 |
| PA | RA | APPROVED | 2013-08-26 |
| CA | RA | APPROVED | 2012-02-04 |
Branch Locations
2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
Corona Del Mar, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Synergy Parnters, Inc. | Irvine | CA | 02/2012 | Present |
FIXED INSURANCE 2860 MICHELLE DRIVE, SUITE 150 IRVINE, CA 92606 SALES REP/FIXED LIFE INSURANCE & ANNUITIES EFFECTIVE: 01/2012 2 HOURS PER MONTH/2 HOURS PER MONTH DURING MARKET HOURS MARK GUILLOD, CPA 23 BODEGA BAY DR. CORONA DEL MAR, CA 92625 CPA/OWNER/TAX CONSULTING & PREPARATION EFFECTIVE: 06/1977 2 HOURS PER MONTH/2 HOURS PER MONTH DURING MARKET HOURS NNN LEASE COMMERCIAL RENTAL 1209 MISSOURI BLVD. JEFFERSON CITY, MO 65109 CO-OWNER/LANDLORD EFFECTIVE: 05/17/2019 1 HOUR PER MONTH/0 HOURS PER MONTH DURING MARKET HOURS NNN LEASE COMMERCIAL RENTAL 800 US HIGHWAY 301 NORTH WILSON, NC 27893 CO-OWNER/COMMERCIAL RENTAL EFFECTIVE: 08/28/2019 1 HOUR PER MONTH/0 HOURS PER MONTH DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-31 |
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