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2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-02-27 |
Branch Locations
2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
2850 N. Swan Road, Suite 140, Tucson, AZ 85712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Synergy Partners, Inc. | Newport Beach | CA | 01/2019 | Present |
| R.W. Greene & Associates, Inc. | Tucson | AZ | 07/1975 | Present |
R.W. GREENE & ASSOCIATES, INC. 2850 N. SWAN ROAD, SUITE 140 TUCSON, AZ 85712 PRESIDENT & OWNER/FIXED INSURANCE EFFECTIVE: 07/1975 200 HOURS PER MONTH/6 1/2 HOURS PER MONTH DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-01-09 |
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