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2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-01-12 |
| CA | RA | APPROVED | 2012-06-22 |
Branch Locations
2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
17015 N. Scottsdale Road Suite 00, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Winfield Group, Llc | Phoenix | AZ | 01/2000 | Present |
| Capital Synergy Partners | Irvine | CA | 04/2011 | Present |
HOMESMART 17015 N. SCOTTSDALE ROAD, SUITE 300 SCOTTSDALE, AZ 85255 EMPLOYEE/NON INVESTMENT RELATED/REAL ESTATE SALES EFFECTIVE: 09/2008 8 HOURS PER MONTH/0 HOURS DURING MARKET HOURS THE WINFIELD GROUP LLC 17015 N. SCOTTSDALE ROAD, SUITE 300 SCOTTSDALE, AZ 85255 OWNER/FIXED INSURANCE/LIFE & ANNUITY SALES/NON INVESTMENT-RELATED EFFECTIVE: 01/2001 150 HOURS PER MONTH/4 HOURS DURING MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-06 |
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