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 Lic. #0L68443
Annas, John “Kyle”, domiciled in CA, California Insurance Lic. #0G32745
Atkins, David R, domiciled in CA, California Insurance Lic. #0650798
Avallon, Greg, domiciled in CA, California Insurance Lic. #0K98918
Avedesian, Joy, domiciled in CA, California Insurance Lic. #0G82011
Batson, Brian, domiciled in CA, California Insurance Lic. #0G85323
Beltran, Anthony, domiciled in CA, California Insurance Lic. #0B78017
Bennett, David, domiciled in CA, California Insurance Lic. #0726273
Bhakta, Kamal, domiciled in CA, California Insurance Lic. #0H28904
Bieler, Christopher, domiciled in CA, California Insurance Lic. #0I71703
Blauer, Robert “Robbie”, domiciled in CA, California Insurance Lic. #0G65924
Blum, Philip, domiciled in CA, California Insurance Lic. #0H86523
Boughan, Andrew Booth, domiciled in CA, California Insurance Lic. # 0M85724
Bryson, Eric, domiciled in CA, California Insurance Lic. #0E53460
Bush, Jeffery B, domiciled in CA, California Insurance Lic. #0F05236
Campbell, Stuart K, domiciled in CA, California Insurance Lic. #0667265
Capstone Partners, domiciled in CA, California Insurance Lic. #0H81892
Chang, Henry, domiciled in CA, California Insurance Lic. #0750067
Chase, Mark, domiciled in CA, California Insurance Lic. #0M13111
Chung, Daniel D, domiciled in NV, CA Lic. #0B12803
Cockerham, Billy, domiciled in CA, California Insurance Lic. #0G26445
Conlisk, Robert J, domiciled in CA, California Insurance Lic. #0C84894
Connelly, David, domiciled in CA, California Insurance Lic. #0E09734
Daniels, Christopher M, domiciled in NC, CA Lic. #0H53380
Dark, Steven M, domiciled in CA, California Insurance Lic. #0B79606
Denton, Timothy, domiciled in CA, California Insurance Lic. #0G2373
Dominguez, Daniel, domiciled in CA, California Insurance Lic. # 0I87841
Dykes, Kevin J, domiciled in CA, California Insurance Lic. #0F02386
Elwell, Bob, domiciled in CA, California Insurance Lic. #0490485
Foley, Michael Shane domiciled in CA, California Insurance Lic. #0I39670
Gaw, Christina, domiciled in CA, California Insurance Lic. #0H99217
Ginestro, Michael, domiciled in CA, California Insurance Lic. # 0M99341
Godsey, Joseph Neil, domiciled in CA, California Insurance Lic. #0G67584
Goldenetz, Jeremiah “Jeremy”, domiciled in CA, California Insurance Lic. #0M19619
Gray, John, domiciled in CA, California Insurance Lic. #0D22951
Grove, Scott C, domiciled in CA, California Insurance Lic. #0G28276
Grove, Tracy, domiciled in CA, California Insurance Lic. #0I66708
Gruber, Jonathan, domiciled in CA, California Insurance Lic. # 0L85517
Gruendler, Laura, domiciled in CA, California Insurance Lic. #0C69544
Guillen, Christopher, domiciled in CA, California Insurance Lic. #0I47081
Guzman, Michael, domiciled in CA, California Insurance Lic. #0N15047
Hadem, Robyn, domiciled in NV, California Insurance Lic. #0N03675
Hamilton, Dennis, domiciled in CA, California Insurance Lic. #0I83391
Harman, Robert “Bo”, domiciled in CA, California Insurance Lic. #0G65653
Hermann, Ira M, domiciled in CA, California Insurance Lic. #0611677
Hess, Van, domiciled in CA, California Insurance Lic. #0F71772
Houston, Lawrence "Tom", domiciled in CA, California Insurance Lic. #0328234
Hyun, Andrew, domiciled in CA, California Insurance Lic. #0H93301
Illan, Ivan M, domiciled in CA, California Insurance Lic. #0E72008
Keane, James, domiciled in CA, California Insurance Lic. #0K48145
Kloeckner, Joseph "Joe", domiciled in NV, California Insurance Lic. #0K23706
Krupin, Bryan, domiciled in CA, California Insurance Lic. #0B79381
Le, Libia, domiciled in CA, California Insurance Lic. #0N12014
Le, Son, domiciled in CA, California Insurance Lic. #0G67293
Lee, Jonas B, domiciled in CA, California Insurance Lic. #0660245
Markos, Jonathan, domiciled in NV, California Insurance Lic. #0I18340
Materewicz, Blake, domiciled in CA, California Insurance Lic. #0F36719
McKie, Alicia, domiciled in CA, California Insurance Lic. #0D63338
McNamara, Brian P, domiciled in CA, California Insurance Lic. #0A06717
Menerey, Patrick, domiciled in CA, California Insurance Lic. #0I74110
Moore, Andrew, domiciled in CA, California Insurance Lic. #0D41002
Moore, Andrew JR, domiciled in CA, California Insurance Lic. #0I89910
Morgan, Thomas, domiciled in CA, California Insurance Lic. #0G99147
Movesesian, Julian, domiciled in CA, California Insurance Lic. #0651176
Nguyen, Michael, domiciled in CA, California Insurance Lic. # 0M72179
Oizumi, Etsuji "Edward", domiciled in CA, California Insurance Lic. # 0H10140
Perez, Robert, domiciled in CA, California Insurance Lic. #0F84901
Pime, Matthew J, domiciled in CA, California Insurance Lic. #0E32154
Pirumyan, Piruz, domiciled in CA, California Insurance Lic. #0K61359
Prieto, Erwin, domiciled in CA, California Insurance Lic. #0C86438
Reyes, Simon, domiciled in NV, California Insurance Lic. #0G13434
Roberts, Michael P, domiciled in CA, California Insurance Lic. #0678695
Roberts, Peter F, domiciled in CA, California Insurance Lic. #0574130
Roberts, Philip domiciled in CA, California Insurance Lic. #0H28525
Rodriguez, Carmina, domiciled in CA, California Insurance Lic. #0F96321
Rodriguez, Edgar, domiciled in NV, California Insurance Lic. #0M90274
Romero, Ismael, domiciled in CA, California Insurance Lic. #0G54894
Rothman, Michael J, domiciled in CA, California Insurance Lic. #0C16088
Saucedo, Luis, domiciled in CA, California Insurance Lic. #0C51066
Schraeder, Robert “Matt”, domiciled in CA, California Insurance Lic. #0L81293
Sheu, Fred, domiciled in CA, California Insurance Lic. #0K53535
Sinek, Scott G, domiciled in CA, California Insurance Lic. #0C20062
Skistimas, Chase, domiciled in CA, California Insurance Lic. #0H93769
Smith, Robert J, domiciled in CA, California Insurance Lic. #0665752
Stevens, Brook, domiciled in NY; CA Insurance Lic #0H74952
Thorkelson, Thomas L, domiciled in CA, California Insurance Lic. #0198167
Wakefield, Joshua D, domiciled in CA, California Insurance Lic. #0H60548
Williamson, Jeremiah, domiciled in CA, California Insurance Lic. #0D91451
Winchel, Cameron, domiciled in CA, California Insurance Lic. #0K87064
Wirtz, Edward J, domiciled in CA, California Insurance Lic. #0819638



UTAH

Mack Rideout, domiciled in Utah, CA Insurance License #0404223
Hank Warner, domiciled in Utah, CA Insurance License #0C89256
Jordan Jones, domiciled in Utah, CA Insurance License #0H89847
Spencer Mack, domiciled in Utah, CA Insurance License #O650454
Howard Parkinson, domiciled in Utah, CA Insurance License #O827600
H. Blake Parkinson, domiciled in Utah, CA Insurance License #OC32726
Steve Dyches, domiciled in Utah, CA Insurance License #OF60297
Brady Murray, domiciled in Utah, CA Insurance License #OI20040
Matt Creager, domiciled in Utah, CA Insurance License #0N12640



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