Licensing
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