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William George Rapp

Capital Synergy Partners

Irvine, CA

Mission Viejo, CA

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Current Employers
Capital Synergy Partners

2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
NV RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01
  • NV RA
    APPROVED
    Since 2025-01-01

Branch Locations

2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States

Mission Viejo, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cps Financial & Insurance Services, Inc. Irvine CA 07/1999 04/2025
Capital Synergy Partners, Inc. Irvine CA 10/2008 04/2025
Capital Synergy Partners, Inc. Irvine CA 04/2025 Present
  • 07/1999 → 04/2025
    Cps Financial & Insurance Services, Inc.
    Irvine, CA
  • 10/2008 → 04/2025
    Capital Synergy Partners, Inc.
    Irvine, CA
  • 04/2025 → Present
    Capital Synergy Partners, Inc.
    Irvine, CA
Previous Registrations
  • 2025-02-12 → 2026-03-30
    Rapp Financial Services
    Mission Viejo, CA
  • 2000-02-16 → 2011-11-07
    Financial West Group
    Irvine, CA
    Las Vegas, NV
    Waitsfield, VT
Other Businesses

WILLIAM RAPP/DBA RAPP FINANCIAL SERVICES 2860 MICHELLE DRIVE, SUITE 150 IRVINE, CA 92606 SOLE PROPRIETOR FIXED INSURANCE 1/1987 40 HOURS PER MONTH

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1981-08-18
  • S63 Uniform Securities Agent State Law Examination
    1981-08-18

View on SEC IAPD

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