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2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-05-23 |
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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-19 |
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