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, AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VI, WA, WV, WI, WY

CALIFORNIA

Andrade, Eduardo, domiciled in CA, California Insurance License # 0L68443

Annas, John “Kyle”, domiciled in CA, California Insurance License # 0G32745

Avallon, Greg, domiciled in CA, California Insurance License # 0K98918

Batson, Brian, domiciled in CA, California Insurance License # 0G85323

Bennett, David, domiciled in CA, California Insurance License # 0726273

Bhakta, Kamal, domiciled in CA, California Insurance License # 0H28904

Bieler, Christopher, domiciled in CA, California Insurance License # 0I71703

Blauer, Robert “Robbie”, domiciled in CA, California Insurance License # 0G65924

Blum, Philip, domiciled in CA, California Insurance License # 0H86523

Bush, Jeffery B, domiciled in CA, California Insurance License # 0F05236

Campbell, Stuart K, domiciled in CA, California Insurance License # 0667265

Capstone Partners, domiciled in CA, California Insurance License # 0H81892

Choo, Nathaniel, domiciled in CA, California Insurance License # 4118077

Christian, Joseph, domiciled in CA, California Insurance License # 0L03942

Chase, Mark, domiciled in CA, California Insurance License # 0M13111

Chung, Daniel D, domiciled in CA, California Insurance License # 0B12803

Conlisk, Robert J, domiciled in CA, California Insurance License # 0C84894

Connelly, David, domiciled in CA, California Insurance License # 0E09734

Daniels, Christopher M, domiciled in CA, California Insurance License # 0H53380

Dark, Steven M, domiciled in CA, California Insurance License # 0B79606

Denton, Timothy, domiciled in CA, California Insurance License # 0G2373

Dykes, Kevin J, domiciled in CA, California Insurance License # 0F02386

Elwell, Bob, domiciled in CA, California Insurance License # 0490485

Foley, Michael Shane, domiciled in CA, California Insurance License # 0I39670

Ford, Michael, domiciled in CA, California Insurance License # 0L49098

Godsey, Joseph Neil, domiciled in CA, California Insurance License # 0G67584

Goldenetz, Jeremiah “Jeremy”, domiciled in CA, California Insurance License # 0M19619

Gregory, Christopher Jordan, domiciled in CA, California Insurance License # 4209586

Grove, Scott C, domiciled in CA, California Insurance License # 0G28276

Grove, Tracy, domiciled in CA, California Insurance License # 0I66708

Gruber, Jonathan, domiciled in CA, California Insurance License # 0L85517

Gruendler, Laura, domiciled in CA, California Insurance License # 0C69544

Hamilton, Dennis, domiciled in CA, California Insurance License # 0I83391

Hermann, Ira M, domiciled in CA, California Insurance License # 0611677

Hernandez, Manuel E, domiciled in CA, California Insurance License # 0L47464

Hess, Van, domiciled in CA, California Insurance License # 0F71772

Houston, Lawrence "Tom", domiciled in CA, California Insurance License # 0328234

Hyun, Andrew, domiciled in CA, California Insurance License # 0H93301

Israel, Jesse Howard, domiciled in CA, California Insurance License # 0M50553

Keane, James, domiciled in CA, California Insurance License # 0K48145

Krupin, Bryan, domiciled in CA, California Insurance License # 0B79381

Le, Libia, domiciled in CA, California Insurance License # 0N12014

Le, Son, domiciled in CA, California Insurance License # 0G67293

Materewicz, Blake, domiciled in CA, California Insurance License # 0F36719

McKie, Alicia, domiciled in CA, California Insurance License # 0D63338

McNamara, Brian P, domiciled in CA, California Insurance License # 0A06717

Menerey, Patrick, domiciled in CA, California Insurance License # 0I74110

Moore, Andrew, domiciled in CA, California Insurance License # 0D41002

Moore, Andrew JR, domiciled in CA, California Insurance License # 0I89910

Morgan, David, domiciled in CA, California Insurance License # 0L70806

Movsesian, Julian, domiciled in CA, California Insurance License # 0651176

Patterson, Julia, domiciled in CA, California Insurance License # 4142155

Perez, Robert, domiciled in CA, California Insurance License # 0F84901

Pime, Matthew J, domiciled in CA, California Insurance License # 0E32154

Plourde, Kaitlyn, domiciled in CA, California Insurance License # 0L36907

Ramirez, Joseph Gilbert, domiciled in CA, California Insurance License # 0L61661

Roberts, Michael P, domiciled in CA, California Insurance License # 0678695

Roberts, Peter F, domiciled in CA, California Insurance License # 0574130

Roberts, Philip, domiciled in CA, California Insurance License # 0H28525

Rodriguez, Carmina, domiciled in CA, California Insurance License # 0F96321

Rothman, Michael J, domiciled in CA, California Insurance License # 0C16088

Schillinger, Van G, domiciled in CA, California Insurance License # 2073832

Schraeder, Robert “Matt”, domiciled in CA, California Insurance License # 0L81293

Sinek, Scott G, domiciled in CA, California Insurance License # 0C20062

Skistimas, Chase, domiciled in CA, California Insurance License # 0H93769

Smith, Robert J, domiciled in CA, California Insurance License # 0665752

Smith, Christopher M, domiciled in CA, California Insurance License # 0F55711

Thorkelson, Thomas L, domiciled in CA, California Insurance License # 0198167

Williamson, Jeremiah, domiciled in CA, California Insurance License # 0D91451

Wirtz, Edward J, domiciled in CA, California Insurance License # 0819638

COLORADO

Andersen, Bryan, domiciled in CO, California Insurance License # 0E21880

Avedesian, Victoria Joy, domiciled in CO, California Insurance License # 0G82011

Comfort, Rachel, domiciled in CO, California Insurance License # 0M21825

Cumberbatch-Lynch, Elena, domiciled in CO, California Insurance License # 0J03862

Duplessis, Andre, domiciled in CO, California Insurance License # 0M89503

Garber, Steven, domiciled in CO, California Insurance License # 0C03400

Gray, Haley, domiciled in CO, California Insurance License # 4087390

Killpack, Logan, domiciled in CO, California Insurance License # 0M21630

Lang, Melissa, domiciled in CO, California Insurance License # 0708101

Light, Nacole, domiciled in CO, California Insurance License # 4113602

Lowery, Francis, domiciled in CO, California Insurance License # 4129850

Lutz, Bruce, domiciled in CO, California Insurance License # 0741786

Markowitz, Sally Simone, domiciled in CO, California Insurance License # 4059179

Mueller, Thomas, domiciled in CO, California Insurance License # 0K14782

Pachelo-Forehand, Kelly, domiciled in CO, California Insurance License # 0M28118

Preeyaphanich, Simachai, domiciled in CO, California Insurance License # 0782240

Sarsozo, Ben, domiciled in CO, California Insurance License # 0C07747

Thomas, Gregory, domiciled in CO, California Insurance License # 0I16094

Van de Bogart, John Michael, domiciled in CO, California Insurance License # 0M42035

Voag, Dustin, domiciled in CO, California Insurance License # 4094398

Williams, Charles “Randy”, domiciled in CO, California Insurance License # 0M74795

Writer, Bartlett, domiciled in CO, California Insurance License # 0K51999

Ye, Tina, domiciled in CO, California Insurance License # 0M81032

NEVADA

Gold, Douglas S, domiciled in NV, California Insurance License #4122797

Limani, Kadishe, domiciled in NV, California Insurance License #4107965

Markos, Jonathan, domiciled in NV, California Insurance License #0I18340

Reyes, Simon, domiciled in NV, California Insurance License #0G13434

UTAH

Butler, Shane, domiciled in Utah, CA Insurance License # 4236571

Creager, Matt, domiciled in Utah, CA Insurance License # 0N12640

Cundick, Michael, domiciled in Utah, CA Insurance License # 0N12646

Dykes, Steve, domiciled in Utah, CA Insurance License # 0F60297

Gates, Jonathan, domiciled in Utah, CA Insurance License # 0L35888

Johnson, Kenny Scott, domiciled in Utah, CA Insurance License # 4230575

Jones, Jordan, domiciled in Utah, CA Insurance License # 0H89847

Knudson, Steve, domiciled in Utah, CA Insurance License # 0612860

Mack, Spencer, domiciled in Utah, CA Insurance License # 0650454

Madsen, Maxwell, domiciled in Utah, CA Insurance License # 0L94830

Parkinson, H. Blake, domiciled in Utah, CA Insurance License # 0C32726

Ricks, Justin H., domiciled in Utah, CA Insurance License # 0H86603

Smith, Eric, domiciled in Utah, CA Insurance License # 0H54277

Widmer, Sterling, domiciled in Utah, CA Insurance License # 4119300

Securities

We have individuals registered to offer securities in the following jurisdictions: AL, AK, AZ, AR, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VI, WA, WV, WI, WY

We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

CRN202011-264583