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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 2011-05-23
  • CA RA
    APPROVED
    Since 2011-05-23

Branch Locations

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

2860 Michelle Drive, Suite 150, Irvine, CA 92606 • USA

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 Insurance Services Irvine CA 08/1994 Present
Cps Financial & Insurance Services, Inc. Irvine CA 09/1999 Present
Capital Synergy Partners Irvine CA 11/2010 Present
  • 08/1994 → Present
    Cps Insurance Services
    Irvine, CA
  • 09/1999 → Present
    Cps Financial & Insurance Services, Inc.
    Irvine, CA
  • 11/2010 → Present
    Irvine, CA
Other Businesses

CEO - CAPITAL SYNERGY PARTNERS, INC. 2860 MICHELLE DRIVE, SUITE 150 IRVINE, CA 92606 CEO/OWNER 93% EFFECTIVE: 04/2011 COCK AND TOAD LLC 2860 MICHELLE DRIVE, SUITE 150 IRVINE, CA 92606 60 % OWNER/MANAGER EFFECTIVE: 12/19/2008 1 HOUR PER QUARTER PELOTON GLOBAL DISTRIBUTION SERVICES INC. 2860 MICHELLE DRIVE, SUITE 150 IRVINE, CA 92606 SECRETARY EFFECTIVE: 12/18/2008 12 HOURS PER MONTH CPS EMPLOYER BENEFITS INSURANCE SOLUTIONS 2860 MICHELLE DRIVE, SUITE 150 IRVINE, CA 92606 CEO/PRESIDENT EFFECTIVE: 5/10/07 1 HOUR PER MONTH CPS INSURANCE 2860 MICHELLE DRIVE, SUITE 150 IRVINE, CA 92606 PRESIDENT & COO EFFECTIVE: 08/1994 40 HOURS A WEEK CPS FINANCIAL & INSURANCE SERVICES, INC. 2860 MICHELLE DRIVE, SUITE 150 IRVINE, CA 92606 CEO/PRESIDENT EFFECTIVE: 09/1999 140 HOURS PER MONTH BROADTOWER INSURANCE SOLUTIONS, CEO/PRESIDENT 2860 MICHELLE DRIVE, SUITE 150 IRVINE, CA 92606 CEO EFFECTIVE: 4/22/2014 4 HOURS PER MONTH/4 HOURS PER MONTH DURING MARKET HOURS STEELPOOL INC, MANAGER 2860 MICHELLE DRIVE, SUITE 150 IRVINE, CA 92606 PRESIDENT/PRIVATE MGMT CONSULTING EFFECTIVE: 9/8/2004 4 HOURS PER MONTH/4 HOURS PER MONTH DURING MARKET HOURS BRIGHTBOX SYSTEM 2860 MICHELLE DRIVE, SUITE 150 IRVINE, CA 92606 OWNER/CHAIRMAN OF THE BOARD MARKETING 40 HOURS PER MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-05-21
S63 Uniform Securities Agent State Law Examination 1999-01-19
  • S65 Uniform Investment Adviser Law Examination
    2011-05-21
  • S63 Uniform Securities Agent State Law Examination
    1999-01-19
Other Names
  • Andy Holden

View on SEC IAPD

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