Broker Check

Licensing

Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.

INSURANCE
We have individuals licensed to sell insurance products in the following jurisdictions: AL, AZ, CA, CO, CT, DC, DE, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX

Christina Alhuwalia, domiciled in CA, CA Insurance Lic. #0M45305

Kelly Allam, domiciled in NV, Nevada Insurance Lic. #176684
Mike Amiya, domiciled in CA, California Insurance Lic. #0L22999
John "Kyle" Annas, domiciled in CA, California Insurance Lic. #0G32745
David R. Atkins, domiciled in CA, California Insurance Lic. #0650798
Greg Avallon, domiciled in CA, California Insurance Lic. #0K98918
Joy Avedesian, domiciled in CA, California Insurance Lic. #0G82011
Charles E. Ball, domiciled in CA, California Insurance Lic. #0B93170

Immanuel Barber, domiciled in CA, California Insurance Lic. #0M31644
Brian Batson, domiciled in CA, California Insurance Lic. #0G85323
Anthony Beltran, domiciled in CA, California Insurance Lic. #0B78017
David Bennett, domiciled in CA, California Insurance Lic. #0726273
Keena Bensworth, domiciled in CA, California Insurance Lic. #0M01771
Kamal Bhakta, domiciled in CA, California Insurance Lic. #0H28904
Christopher Bieler, domiciled in CA, California Insurance Lic. #0I71703
Arielle Bittoni, domiciled in CA, California Insurance Lic. #0L71611
Robert "Robbie" Blauer, domiciled in CA, California Insurance Lic. #0G65924
Philip Blum, domiciled in CA, California Insurance Lic. #0H86523
Michelle Bonitto, domiciled in AZ, Arizona Insurance Lic. #17201582
Michael Bornstein, domiciled in CA, California Insurance Lic. #0H37402
Eric Bryson, domiciled in CA, California Insurance Lic. #0E53460
Jeffery B. Bush, domiciled in CA, California Insurance Lic. #0F05236
Michael W. Byrne, domiciled in CA, California Insurance Lic. #0H79986
Stuart K. Campbell, domiciled in CA, California Insurance Lic. #0667265
Richard Carrasco, domiciled in CA, California Insurance Lic. #0K41944
Paul Castillo, domiciled in CA, California Insurance Lic. #0D06869
Henry Chang, domiciled in CA, California Insurance Lic. #0750067
Mark Chase, domiciled in CA, California Insurance Lic. #0M13111
Andrew Chavez, domiciled in CA, California Insurance Lic. #0M02992
Daniel D. Chung, domiciled in NV, Nevada Insurance Lic. #74263/ CA Lic. #0B12803
Robert J. Conlisk, domiciled in CA, California Insurance Lic. #0C84894
David Connelly, domiciled in CA, California Insurance Lic. #0E09734
Christopher M. Daniels, domiciled in NC, Insurance Lic. #8173399 / CA Lic. #0H53380
Steven M. Dark, domiciled in CA, California Insurance Lic. #0B79606
Christopher "Chris" Date, domiciled in CA, California Insurance Lic. #0K39876
Jeffery Davidson, domiciled in CA, California Insurance Lic. #0663575
Timothy Denton, domiciled in CA, California Insurance Lic. #0G2373
Jason C. Doss-Carter, domiciled in CA, California Insurance Lic. #0K91251
Al J. Doss-Carter, domiciled in CA, California Insurance Lic. #0G91868
Kevin J. Dykes, domiciled in CA, California Insurance Lic. #0F02386
Bob Elwell, domiciled in CA, California Insurance Lic. #0490485

Steven Falcone, domiciled in CA, California Insurance Lic. #0K51733
Amy Felknor, domiciled in CA, California Insurance Lic. #0M36284
JJ Fogle, domiciled in CA, California Insurance Lic. #0I15076
Michael Shane Foley, domiciled in CA, California Insurance Lic. #0I39670
Leroy Freelon, domiciled in CA, California Insurance Lic. #0I40406

Nick Gathrite, domiciled in CA, California Insurance Lic. #0K87848
Steven A. Gasparian, domiciled in CA, California Insurance Lic. #0J13588
Neil Godsey, domiciled in CA, California Insurance Lic. #0G67584
Jeremiah "Jeremy" Goldenetz, domiciled in CA, California Insurance Lic. #0M19619
Daniel M. Gonzalez, domiciled in CA, California Insurance Lic. #0785707

Zachary "Zack" Grayson, domiciled in CA, California Insurance Lic. #0M52400
Scott C. Grove, domiciled in CA, California Insurance Lic. #0G28276
Tracy Grove, domiciled in CA, California Insurance Lic. #0I66708
Laura Gruendler, domiciled in CA, California Insurance Lic. #0C69544
Dennis Hamilton, domiciled in CA, California Insurance Lic. #0I83391
Robert "Bo" Harman, domiciled in CA, California Insurance Lic. #0G65653
Matthew Henderson, domiciled in CA, California Insurance Lic. #0C59558
Ira M. Hermann, domiciled in CA, California Insurance Lic. #0611677
Van Hess, domiciled in CA, California Insurance Lic. #0F71772
Andrew Hyun, domiciled in CA, California Insurance Lic. #0H93301
Ivan M. Illan, domiciled in CA, California Insurance Lic. #0E72008

Doug Ireland, domiciled in CA, California Insurance Lic. #0B82259
Albert Jang, domiciled in CA, California Insurance Lic. #0B27365
JaMarr Johnson, domiciled in CA, California Insurance Lic. #0L02059
Jessica Kawalchuk, domiciled in CA, California Insurance Lic. #0L78893
James Keane, domiciled in CA, California Insurance Lic. #0K48145
Laura King, domiciled in CA, California Insurance Lic. #0L97315
Joseph "Joe" Kloeckner, domiciled in NV, Nevada Insurance Lic. #683348 / CA Lic. #0K23706
Bryan Krupin, domiciled in CA, California Insurance Lic. #0B79381
Son Le, domiciled in CA, California Insurance Lic. #0G67293
Jonas B. Lee, domiciled in CA, California Insurance Lic. #0660245
Freddy Lopez, domiciled in NV, Nevada Insurance Lic. #833250
Daniel Lungu, domiciled in CA, California Insurance Lic. #0I78684
Nicholas "Nick" Martin, domiciled in CA, California Insurance Lic. #0M31226
Blake Materewicz, domiciled in CA, California Insurance Lic. #0F36719
Ethan G. Matkin, domiciled in CA, California Insurance Lic. #0G65797
Brian P. McNamara, domiciled in CA, California Insurance Lic. #0A06717
William "Will" Medveal, domiciled in CA, California Insurance Lic. #0I77718
Patrick Menerey, domiciled in CA, California Insurance Lic. #0I74110

Chris Moody, domiciled in CA, California Insurance Lic. #0J10770
Andrew Moore, domiciled in CA, California Insurance Lic. #0D41002
Thomas Morgan, domiciled in CA, California Insurance Lic. #0G99147
Julian Movesesian, domiciled in CA, California Insurance Lic. #0651176
Pieter Olree, domiciled in CA, California Insurance Lic. #0L70908
Charles Olsen, domiciled in CA, California Insurance Lic. #0M21575
Claudio Ordenes, domiciled in CA, California Insurance Lic. #0791445
Gavin Owen, domiciled in NV, Nevada Insurance Lic. #3319137
Kyunghwa "Kate" Park, domiciled in CA, California Insurance Lic. #0K33059
Bill Parkinson, domiciled in CA, California Insurance Lic. #0E94261
Capstone Partners, domiciled in CA, California Insurance Lic. #0H81892

Therese Peabody, domiciled in CA, California Insurance Lic. #0L20681
Ilana Peillon, domiciled in CA, California Insurance Lic. #0M13453

Jonathan Penrod, domiciled in NV, Nevada Insurance Lic. #3283611
Robert Perez, domiciled in CA, California Insurance Lic. #0F84901
Matthew J. Pime, domiciled in CA, California Insurance Lic. #0E32154
Alex Price, domiciled in CA, California Insurance Lic. #0I78052
Erwin Prieto, domiciled in CA, California Insurance Lic. #0C86438
Simon Reyes, domiciled in NV, Nevada Insurance Lic. #221569
Joseph Rivas, domiciled in CA, California Insurance Lic. #0H24915
Michael P. Roberts, domiciled in CA, California Insurance Lic. #0678695
Peter F. Roberts, domiciled in CA, California Insurance Lic. #0574130
Philip Roberts, domiciled in CA, California Insurance Lic. #0H28525

Michael Robison, domiciled in CA, California Insurance Lic. #0M69219
Ruben Rojas, domiciled in CA, California Insurance Lic. #0G91151
Ismael Romero, domiciled in CA, California Insurance Lic. #0G54894
Lilibeth Romero, domiciled in CA, California Insurance Lic. #0H02937
Michael J. Rothman, domiciled in CA, California Insurance Lic. #0C16088

Pavel Saierman, domiciled in NV, Nevada Insurance Lic. #3384067
Robert "Matt" Schraeder, domiciled in CA, California Insurance Lic. #0L81293
David O. Schrempf, domiciled in CA, California Insurance Lic. #0E2199
Fred Sheu, domiciled in CA, California Insurance Lic. #0K53535
Lynda Shim, domiciled in CA, California Insurance Lic. #0G42687
Scott G. Sinek, domiciled in CA, California Insurance Lic. #0C20062
Chase Skistimas, domiciled in CA, California Insurance Lic. #0H93769
Robert J. Smith, domiciled in CA, California Insurance Lic. #0665752
Topher Smith, domiciled in CA, California Insurance Lic. #0F55711
Peter Spreen, domiciled in CA, California Insurance Lic. #0I99384

Lenard Staten, domiciled in CA, California Insurance Lic. #0I02714
Thomas L. Thorkelson, domiciled in CA, California Insurance Lic. #0198167
David N. Tuason, domiciled in CA, California Insurance Lic. #0B33303
Angelica Villarta, domiciled in NV, Nevada Insurance Lic. #933715
Joshua D. Wakefield, domiciled in CA, California Insurance Lic. #0H60548

David Weinberg, domiciled in NV, Nevada Insurance Lic. #3377356

Richard "Boomer" Welles, domiciled in CA, California Lic. #0I64768
Chloe E. West, domiciled in CA, California Insurance Lic. #0K59806

Rafiq Wiley, domiciled in CA, California Insurance Lic. #0F58942
Jeremiah Williamson, domiciled in CA, California Insurance Lic. #0D91451
Cameron Winchel, domiciled in CA, California Insurance Lic. #0K87064
Edward J. Wirtz, domiciled in CA, California Insurance Lic. #0819638
Phillip Wu, domiciled in CA, California Insurance Lic. #0M26236
Paul Yoon, domiciled in CA, California Insurance Lic. #0I14324
Jennifer Zacher, domiciled in CA, California Insurance Lic. #0K92265
William Zaranka, domiciled in CA, California Insurance Lic. #0L80430

SECURITIES
We have individuals registered to offer securities in the following jurisdictions: AL, AZ, CA, CO, CT, DC, DE, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX

CRN201903-208966