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2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2014-09-16 |
Branch Locations
2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
14301 Fnb Parkway, Ste. 100, Omaha, NE 68154 • 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 |
|---|---|---|---|---|
| R.D. Marcotte & Associates | Omaha | NE | 08/1977 | Present |
| Capital Synergy Partners, Inc. | Irvine | CA | 09/2014 | Present |
GROOM FAMILY LLC 2114 S. 106TH ST. OMAHA, NE 68124 55 W. CLIFTON AVE., #307 SIOUX CITY, IA 51104 OWNER/MANAGER OF FARMLAND EFFECTIVE: 2009 WUNDERLICH FINANCIAL SERVICES 14301 FNB PARKWAY, #100 OMAHA, NE 68154 SALES AGENT/OWNER/FIXED INSURANCE EFFECTIVE: 1997 25-30 HOURS PER MONTH/12-15 HOURS PER MONTH DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-24 |
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