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:
Arizona, California, Colorado, District of Columbia, Florida, Georgia, Iowa, Illinois, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Montana, North Carolina, North Dakota, New Hampshire, New Jersey, New Mexico, New York, Ohio, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin

Securities

We have individuals registered to offer securities in the following jurisdictions:
Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Iowa, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Mississippi, Montana, North Carolina, Nevada, New Hampshire, Nebraska, New Jersey, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin

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

James Rivera, domiciled in California, CA Insurance License #0169817
Todd Frank, domiciled in California, CA Insurance License #0515950
John Holcombe, domiciled in California, CA Insurance License #0567820
Joseph Ramirez, domiciled in California, CA Insurance License #0628682
Majid Farboud, domiciled in California, CA Insurance License #636954
Tom Naylor, domiciled in California, CA Insurance License #0650673
Larry Burdt, domiciled in California, CA Insurance License #0748732
Gloria Silva, domiciled in California, CA Insurance License #0A78097
Geoffrey Kaltenbach, domiciled in California, CA Insurance License #0B06906
Michael Zepeda, domiciled in California, CA Insurance License #0B07920
Christen Morgan, domiciled in California, CA Insurance License #0B21305
Gregory Gabora, domiciled in California, CA Insurance License #0C12291
Doak Belt, domiciled in California, CA Insurance License #0C24675
Reesa Manning, domiciled in California, CA Insurance License #0C24825
Luis Saucedo, domiciled in California, CA Insurance License #0C51066
Mark Exley, domiciled in California, CA Insurance License #0C57313
Quynh Dao, domiciled in California, CA Insurance License #0D15538
Fausto Lizarde, domiciled in California, CA Insurance License #0D57248
Thomas Gajdalo, domiciled in California, CA Insurance License #0E31086
Dane Petchul, domiciled in California, CA Insurance License #0E49145
Adrianna Hernandez, domiciled in California, CA Insurance License #0E65669
Ariel Zhang, domiciled in California, CA Insurance License #0F28787
Mark Kaufman, domiciled in California, CA Insurance License #0F97523
Mark Mendenhall, domiciled in California, CA Insurance License #0G00594
Keith Baumgarn, domiciled in California, CA Insurance License #0G01527
Jung Hoon Park, domiciled in California, CA Insurance License #0G17985
Jim Stone, domiciled in California, CA Insurance License #0H04244
Jared Tanimoto, domiciled in California, CA Insurance License #0H09012
Michael Alongi, domiciled in California, CA Insurance License #0H10258
Anthony Duong, domiciled in California, CA Insurance License #0H18958
Levy-Martial Ahouandjinou, domiciled in California, CA Insurance License #0H34256
Evan Naylor, domiciled in California, CA Insurance License #0H47904
Daniel Ryska, domiciled in California, CA Insurance License #0H49080
Noemi Chavez, domiciled in California, CA Insurance License #0H87676
Erin Langford, domiciled in California, CA Insurance License #0H88688
Nicholas Ewen, domiciled in California, CA Insurance License #0H89906
William Wallace, domiciled in California, CA Insurance License #0h91414
Bruce Ellerd, domiciled in California, CA Insurance License #0H98518
Frederick Zepeda, domiciled in California, CA Insurance License #0I05848
Kyle Miholich, domiciled in California, CA Insurance License #0I06524
Lonnie Murphy, domiciled in California, CA Insurance License #0I21691
Michaela Noe, domiciled in California, CA Insurance License #0I34567
Felicity Di Pisa, domiciled in California, CA Insurance License #0I40459
Marc Boehm, domiciled in California, CA Insurance License #0I42068
David Mather, domiciled in California, CA Insurance License #0I44364
Oscar Iturrizaga, domiciled in California, CA Insurance License #0I45343
Anthony Diaz, domiciled in California, CA Insurance License #0I64246
Laura Panichi, domiciled in California, CA Insurance License #0I71304
Colleen Garrett, domiciled in California, CA Insurance License #0I80736
Greg Lopez, domiciled in California, CA Insurance License #0I80785
Christopher Garrity, domiciled in California, CA Insurance License #0I81469
Chanese Lee, domiciled in California, CA Insurance License #0I91131
Brett Laddusaw, domiciled in California, CA Insurance License #0I91370
Andre Willingham, domiciled in California, CA Insurance License #0k04077
Brandon Meza, domiciled in California, CA Insurance License #0K34498
Robert Hubbard, domiciled in California, CA Insurance License #0K41593
Kevin Ko, domiciled in California, CA Insurance License #0K90838
Henry Fuentes, domiciled in California, CA Insurance License #0L07225
Lori Wilson, domiciled in California, CA Insurance License #OE81756
Patrick Young, domiciled in California, CA Insurance License #OH24617
Rhoda Skeen, domiciled in California, CA Insurance License #OH46868
Denise Cesena, domiciled in California, CA Insurance License #OH95705
Mariel Demesa, domiciled in California, CA Insurance License #OK77417
Victor Calderon, domiciled in California, CA Insurance License #0741487
Kevin Kahnis, domiciled in California, CA Insurance License #0B98695
Enrique Enriquez, domiciled in California, CA Insurance License #OB77717
Eric Palma, domiciled in California, CA Insurance License #0F73150
Ibarra De Leon, domiciled in California, CA Insurance License #0H33530
Susan Oliver, domiciled in California, CA Insurance License #0K98297
Gregory Kaltenbach, domiciled in California, CA Insurance License #0B62181
Christopher Bissonnette, domiciled in California, CA Insurance License #0C07810
Aleks Glebov, domiciled in California, CA Insurance License #0D13354
Dung Vu, domiciled in California, CA Insurance License #0E24274
Brian Anderson, domiciled in California, CA Insurance License #0E82019
Christopher Whalen, domiciled in California, CA Insurance License #0F27157
Kevin Messenger, domiciled in California, CA Insurance License #0F37743
Stephen Caldwell, domiciled in California, CA Insurance License #0G80658
Lisa Sakai, domiciled in California, CA Insurance License #0H71367
Richard Tang, domiciled in California, CA Insurance License #0I90278
Anand Hira, domiciled in California, CA Insurance License #0I97680
Eduardo Higuchi, domiciled in California, CA Insurance License #OE52471
Adam Bar, domiciled in California, CA Insurance License #0G47513
Amanda Bar, domiciled in California, CA Insurance License #0G72364
Thomas Kageff, domiciled in California, CA Insurance License #0H47041
Suleyman Babaoglu, domiciled in California, CA Insurance License #0K70231
William Ploeger, domiciled in California, CA Insurance License #0814149

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CRN201903-209239