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