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: AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, HI, IL, KS, LA, MA, MD, MI, NC, NJ, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, VA, WA, WI.

Jeremy Dicker, domiciled in CA, California Insurance Lic. #0B66981
TJ Pearce, domiciled in IL, Illinois Insurance Lic. #17456832
Amir Abi-Rafeh domiciled in CA, California Insurance Lic. #0M86904
David Tuason, domiciled in CA, California Insurance Lic. #0B33303
Jordan Ceraso, domiciled in CA, California Insurance Lic. #0K34684
David Krouse, domiciled in CA, California Insurance Lic. #0H66245
Max Pashman, domiciled in CA, California Insurance Lic. # 0L80162
Mike Watts, domiciled in CA, California Insurance Lic. #0L90258

 

 

Securities

We also have agents licensed to sell securities in the following jurisdictions: AL, AK, AR, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, IN, KS, MD, ME, MI, MS, NC, NJ, NV, NY, OH, OK, RI, SC, TX, VA, WA, WI.

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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