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5 Hubble, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-06 |
| TX | RA | APPROVED_RES | 2019-04-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Financial Strategies, Inc. | Irvine | CA | 01/2000 | Present |
| Capital Synergy Partners, Inc. | Irvine | CA | 10/2010 | Present |
ADVANCED FINANCIAL STRATEGIES, INC/DBA ADVANCED FINANCIAL STRATEGIES & INSURANCE SERVICES 5 HUBBLE IRVINE, CA 92618 PRESIDENT/OWNER/SEC REGISTERED INVESTMENT ADVISOR - WEALTH PLANNING AND MANAGEMENT EFFECTIVE: 1997 140 HOURS PER MONTH/140 HOURS PER MONTH DURING MARKET HOURS. ASPEN ADVISORY GROUP, 5 HUBBLE IRVINE, CA 92618 (NO BUSINESS ACTIVITIES) 33% OWNERSHIP EFFECTIVE: 07/1999 NON-INVESTMENTRELATED, DE MINIMIS TIME. HUBBLE, LLC 5 HUBBLE IRVINE, CA 92618 33% OWNER/MANAGING MEMBER ENTITY OWNS REAL ESTATE (OFFICE BUILDING) WHERE BUSINESS IS LOCATED EFFECTIVE: 2003 3 HOURS PER MONTH/3 HOURS PER MONTH DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-09-03 |
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