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
Achay, Luke, Domiciled in CA, California Insurance License # 0F41203
Acosta, Michael, Domiciled in CA, California Insurance License # 4222619
Ahn, Janice, Domiciled in CA, California Insurance License # 0C50615
Annas, John (Kyle), Domiciled in CA, California Insurance License # 0G32745
Avallon, Gregory, Domiciled in CA, California Insurance License # 0K98918
Bahramy, Jacklin, Domiciled in CA, California Insurance License # 0B66024
Barnes, Ethan, Domiciled in CA, California Insurance License # 4360905
Bennett, David, Domiciled in CA, California Insurance License # 0726273
Bieler, Christopher, Domiciled in CA, California Insurance License # 0I71703
Blauer, Robert, Domiciled in CA, California Insurance License # 0G65924
Bodine, Philip, Domiciled in CA, California Insurance License # 0D25770
Brezden, Joseph, Domiciled in CA, California Insurance License # 623628
Brezden, Michael, Domiciled in CA, California Insurance License # 0I54743
Bryson, Eric, Domiciled in CA, California Insurance License # 0E53460
Buchan, Nathan, Domiciled in CA, California Insurance License # 4471699
Bush, Jeffrey, Domiciled in CA, California Insurance License # 0F05236
Chase, Mark, Domiciled in CA, California Insurance License # 0M13111
Chen, Weiping (Linda), Domiciled in CA, California Insurance License # 0G02758
Cheung, Winnie, Domiciled in CA, California Insurance License # 0A98556
Chiu, Joy, Domiciled in CA, California Insurance License # 0C25430
Choo, Nathaniel, Domiciled in CA, California Insurance License #4118077
Chun, Chang, Domiciled in CA, California Insurance License # 0B45728
Conlisk, Robert, Domiciled in CA, California Insurance License # 0C84894
Connelly, David, Domiciled in CA, California Insurance License # 0E09734
Denton, Timothy, Domiciled in CA, California Insurance License # 0G23713
Dewey, John, Domiciled in CA, California Insurance License # 4418937
Di Rocco, Michael, Domiciled in CA, California Insurance License # 2125026
Diaz, Aaron, Domiciled in CA, California Insurance License # 0M69401
Diaz, Eduardo, Domiciled in CA, California Insurance License # 4047908
Donets, Vladimir, Domiciled in CA, California Insurance License # 0D60664
Dykes, Kevin, Domiciled in CA, California Insurance License # 0F02386
Ehteshami, Ziba, Domiciled in CA, California Insurance License # 0F40248
Elwell, Robert, Domiciled in CA, California Insurance License # 490485
Foley, Michael (Shane), Domiciled in CA, California Insurance License # 0I39670
Ford, Michael, Domiciled in CA, California Insurance License # 0L49098
Frank, Todd, Domiciled in CA, California Insurance License # 515950
Godsey, Joseph (Neil), Domiciled in CA, California Insurance License # 0G67584
Gold, Douglas, Domiciled in CA, California Insurance License # 4122797
Goldenetz, Jeremiah, Domiciled in CA, California Insurance License # 0M19619
Gonzalez, Rodrigo, Domiciled in CA, California Insurance License # 0M62260
Gregory, Christopher (Jordan), Domiciled in CA, California Insurance License # 4209586
Grove, Scott, Domiciled in CA, California Insurance License # 0G28276
Grove, Tracy, Domiciled in CA, California Insurance License # 0I66708
Gruendler, Laura, Domiciled in CA, California Insurance License # 0C69544
Guedalia, Leo, Domiciled in CA, California Insurance License # 815019
Hamilton, Dennis, Domiciled in CA, California Insurance License # 0I83391
Harris, David, Domiciled in CA, California Insurance License # 0F90722
Hasnah, James, Domiciled in CA, California Insurance License # 0E00747
Hendrix, Kerry, Domiciled in CA, California Insurance License # 0E23661
Hermann, Ira, Domiciled in CA, California Insurance License # 611677
Hess, Van, Domiciled in CA, California Insurance License # 0F71772
Hou, Dennis, Domiciled in CA, California Insurance License # 0G97959
Huynh, Gai, Domiciled in CA, California Insurance License # 0B41012
Hyun, Andrew, Domiciled in CA, California Insurance License # 0H93301
Israel, Jesse, Domiciled in CA, California Insurance License # 0M50553
Keane, James, Domiciled in CA, California Insurance License # 0K48145
Kim, Eric, Domiciled in CA, California Insurance License # 4425204
Kim, Susan, Domiciled in CA, California Insurance License # 0B21990
Kim, Yong, Domiciled in CA, California Insurance License # 0B71391
Lam, Jennie, Domiciled in CA, California Insurance License # 750535
Le, Son, Domiciled in CA, California Insurance License # 0G67293
Lee, Woong (Eddie), Domiciled in CA, California Insurance License # 0G96062
Lim, Francisco, Domiciled in CA, California Insurance License # 4504312
Liu, Viola, Domiciled in CA, California Insurance License # 646834
Lo, Salina, Domiciled in CA, California Insurance License # 0B34653
Long, Daniel, Domiciled in CA, California Insurance License # 676584
Lu, Chih-Jung (Tracy), Domiciled in CA, California Insurance License # 0B25430
Ma, Linh, Domiciled in CA, California Insurance License # 778999
Manrique, Jordyn, Domiciled in CA, California Insurance License # 4470097
Materewicz, Blake, Domiciled in CA, California Insurance License # 0F36719
Mckie, Alicia, Domiciled in CA, California Insurance License # 0D63338
Mcknight, Michael, Domiciled in CA, California Insurance License # 0G34117
McNamara, Brian, Domiciled in CA, California Insurance License # 0A06717
Meertins, Robert, Domiciled in CA, California Insurance License # 0M31908
Menerey, Patrick, Domiciled in CA, California Insurance License # 0I74110
Moore, Andrew, Domiciled in CA, California Insurance License # 0D41002
Movsesian, Julian, Domiciled in CA, California Insurance License # 651176
Nguyen, Lien, Domiciled in CA, California Insurance License # 744210
Palamarchuk, Slava, Domiciled in CA, California Insurance License # 0I37139
Park, Gee Na, Domiciled in CA, California Insurance License # 4479556
Park, Jai, Domiciled in CA, California Insurance License # 0E12600
Park, Sung, Domiciled in CA, California Insurance License # 0F30980
Patterson, Julia, Domiciled in CA, California Insurance License # 4142155
Pendleton, Emily, Domiciled in CA, California Insurance License # 0E29177
Pime, Matthew, Domiciled in CA, California Insurance License # 0E32154
Plourde, Kaitlyn, Domiciled in CA, California Insurance License # 0L36907
Roberts, Leonard, Domiciled in CA, California Insurance License # 729528
Roberts, Michael, Domiciled in CA, California Insurance License # 678695
Roberts, Peter, Domiciled in CA, California Insurance License # 678695
Roberts, Philip, Domiciled in CA, California Insurance License # 0H28525
Rothman, Michael, Domiciled in CA, California Insurance License # 0C16088
Sah, Rita, Domiciled in CA, California Insurance License # 0C12609
Salerno, Paul, Domiciled in CA, California Insurance License # 0D71613
Sanchez, Corazon, Domiciled in CA, California Insurance License # 768176
Sanchez, Sal, Domiciled in CA, California Insurance License # 0D14782
Santos, Enrique, Domiciled in CA, California Insurance License # 4454076
Schraeder, Robert, Domiciled in CA, California Insurance License # 0L81293
Shabandari, Sarineh, Domiciled in CA, California Insurance License # 0G03130
Sheth, Vikram, Domiciled in CA, California Insurance License # 534418
Simpson, Willie, Domiciled in CA, California Insurance License # 0B12874
Sinek, Scott, Domiciled in CA, California Insurance License # 0C20062
Singh, Gurdeep, Domiciled in CA, California Insurance License # 0B28799
Skistimas, Chase, Domiciled in CA, California Insurance License # 0H93769
Smith, Robert, Domiciled in CA, California Insurance License # 665752
Song, Eugene, Domiciled in CA, California Insurance License # 0E58830
Sousounis, Chris, Domiciled in CA, California Insurance License # 0C51456
Sunga, Jeanette, Domiciled in CA, California Insurance License # 0B07716
Tarver, Kyle, Domiciled in CA, California Insurance License # 4369831
Themistocles, Todd, Domiciled in CA, California Insurance License # 273829
Tongate, Charles, Domiciled in CA, California Insurance License # 4398840
Townsend, Nahid, Domiciled in CA, California Insurance License # 0C73648
Tsymbal, David, Domiciled in CA, California Insurance License # 4353408
Volnov, Edward, Domiciled in CA, California Insurance License # 0I92923
Wang, Hank, Domiciled in CA, California Insurance License # 0C64317
Williamson, Jeremiah, Domiciled in CA, California Insurance License # 0D91451
Wirtz, Edward, Domiciled in CA, California Insurance License # 819638
Wirtz, Lofton, Domiciled in CA, California Insurance License # 4435738
Yang, Michael, Domiciled in CA, California Insurance License # 0D63534
Yeh, Rita, Domiciled in CA, California Insurance License # 0C58471
Yoon, Michael, Domiciled in CA, California Insurance License # 0K36188
Zheng, Min, Domiciled in CA, California Insurance License # 0B56938
Zhu, Li, Domiciled in CA, California Insurance License # 0B14648
NEVADA
Chung, Daniel, Domiciled in NV, California Insurance License # 0B12803
Clark, Marc, Domiciled in NV, California Insurance License # 4405916
Greene, Kenneth, Domiciled in NV, California Insurance License # 0H02008
Lantaya, Riva, Domiciled in NV, California Insurance License # 4379218
Limani, Kadishe, Domiciled in NV, California Insurance License # 4107965
Roehm, John, Domiciled in NV, California Insurance License # 4478191
Wang, Alexander, Domiciled in NV, California Insurance License # 4304011
UTAH
Albano, Thomas, Domiciled in UT, California Insurance License # 4134692
Butler, Shane, Domiciled in UT, California Insurance License # 4236571
Campbell, Stuart, Domiciled in UT, California Insurance License # 667265
Clarke, Dale, Domiciled in UT, California Insurance License # 0G61770
Dyches, Steve, Domiciled in UT, California Insurance License # 0F60297
Hall, Hunter, Domiciled in UT, California Insurance License # 4366851
Heckman, Shawn, Domiciled in UT, California Insurance License #4503905
Jones, Jordan, Domiciled in UT, California Insurance License #0H89847
Kast, Bradley, Domiciled in UT, California Insurance License # 4452390
Knudson, Steven, Domiciled in UT, California Insurance License # 0612860
Madsen, Maxwell, Domiciled in UT, California Insurance License # 0L94830
Mccullough, Joseph, Domiciled in UT, California Insurance License #4499629
Murray, Brady, Domiciled in UT, California Insurance License #0I20040
Parkinson, H Blake, Domiciled in UT, California Insurance License # 0C32726
Ricker, Edward, Domiciled in UT, California Insurance License # 4440655
Roemmich, Cade, Domiciled in UT, California Insurance License # 4405736
Sofonia, Bradley, Domiciled in UT, California Insurance License # 4434136
Stevenson, Tyler, Domiciled in UT, California Insurance License # 4125381
Torgersen, Benjamin, Domiciled in UT, California Insurance License # 4494519
Torsak, Daniel, Domiciled in UT, California Insurance License # 0H49548
Westervelt, Norman, Domiciled in UT, California Insurance License # 4182108
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.
CRN202903-10221056