LICENSING

Our Financial Service Representatives combine their education in financial services with their knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All Financial Service Representatives must pass comprehensive exams to obtain a license to sell products in your state.

Insurance

 

Our offices are licensed to sell insurance products in the following jurisdictions: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SD, TN, TX, UT, VA, WA, WI

Mike Bornstein, domiciled in CA, California Insurance Lic. #0H37402
Steve Dark, domiciled in CA, California Insurance Lic. #0B79606
Jeremy Dicker, domiciled in CA, California Insurance Lic. #0B66981
Andrew Hurko, domiciled in CA, California Insurance Lic. #0G70871
Celia Sandel domiciled in CA, California Insurance Lic. #0C48969
Paul Tokarz domiciled in IL, California insurance License: 0K11080
David Tuason, domiciled in CA, California Insurance Lic. #0B33303
Ed Wirtz, domiciled in CA, California Insurance Lic. #0819638
Maggie Zheng, domiciled in CA, California Insurance Lic. #0I98176
Brandon Au, domiciled in IL, Illinois Insurance Lic. 201406-162033
David Krouse, domiciled in CA, California Insurance Lic. #0H66245
David Schrempf, domiciled in CA, California Insurance Lic. # 0E02199
Paul Tokarz, domiciled in IL, California Insurance Lic. #0K11080
Mike Watts, domiciled in CA, California Insurance Lic. #0L90258
Jonathan Tim, domiciled in CA, California Insurance Lic. #0M09452
Desirae Aguirre, domiciled in CA, California Insurance Lic. #0M16108
Derek McDougall, domiciled in CA, California Insurance Lic. #0E94275

 

 

Securities

We also have agents licensed to sell securities in the following jurisdictions: AK, AR, AZ, CA, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, MN, MO, NC, NJ, NV, NY, OH, PA, RI, TX, VA, WA.

We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

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