Best Investors
Account
Sign in
Best Investors
Account
Sign in
2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-11 |
Branch Locations
2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Synergy Partners, Inc. | Irvine | CA | 01/2017 | Present |
| Cps Insurance Services | Irvine | CA | 05/2015 | Present |
CPS EMPLOYEE BENEFITS INSURANCE SOLUTIONS, INC. 2860 MICHELLE DRIVE, SUITE 150 IRVINE, CA 92606 VICE PRESIDENT & EMPLOYEE/COMPLIANCE CONSULTANT FOR ERISA RETIREMENT PLANS EFFECTIVE: 05/01/2015 160 HOURS PER MONTH/80 HOUR PER MONTH DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-12 |
Reach out to this advisor