about us

Licenses

Our financial professionals 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 professionals 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:
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming, Puerto Rico

Securities

We have individuals registered to offer securities in the following jurisdictions:
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming, Puerto Rico

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.

California Insurance Licensing

Thomas Ebel, domiciled in Arizona, CA Insurance License #0137756
Victoria Thomas, domiciled in Arizona, CA Insurance License #0151813
Martin Battock, domiciled in Arizona, CA Insurance License #0C16337
Adam Kaplan, domiciled in Arizona, CA Insurance License #0C43064
Amrish Patel, domiciled in Arizona, CA Insurance License #0D99898
Shana Despres, domiciled in Arizona, CA Insurance License #0E48626
Daniel Clements, domiciled in Arizona, CA Insurance License #0F28907
Ryon Frisch, domiciled in Arizona, CA Insurance License #0F69032
Jonathan Mabb, domiciled in Arizona, CA Insurance License #0G66333
Jason Benedetti, domiciled in Arizona, CA Insurance License #0I06268
Reynaldo Martinez, domiciled in Arizona, CA Insurance License #0I30680
Randall Steckler, domiciled in Arizona, CA Insurance License #0K06038
William Tiani, domiciled in Arizona, CA Insurance License #OD70317
Daniel Justus, domiciled in Arizona, CA Insurance License #OF55350
David Hickson, domiciled in Arizona, CA Insurance License #OI92737
David Telles, domiciled in Arizona, CA Insurance License #OK29473
Paul Gubin, domiciled in Arizona, CA Insurance License #OK30593
Brian Taylor, domiciled in New Mexico, CA Insurance License #0G75555
Grey Nishio, domiciled in New Mexico, CA Insurance License #0I39658
Frank Youdelman, domiciled in Arizona, CA Insurance License #OC96611
Robert Lester, domiciled in Arizona, CA Insurance License #0B48461
Michael Otradovec, domiciled in Arizona, CA Insurance License #0H47718

CRN201806-202747


CRN201903-209239