about us

Licenses

Our Financial Services 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 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:
AZ, CA, CO, DC, FL, GA, IA, IL, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, ND, NH, NJ, NM, NY, OH, PA, TN, TX, UT, VA, WA, WI

Securities
We have individuals licensed to offer Securities in the following jurisdictions:
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, UT, VA, WA, WI

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

California Insurance Licensing
William Anast, domiciled in CA, California Insurance Lic. #0B48220
John Bellis, domiciled in CA, California Insurance Lic. #0D17056
Doek Belt, domiciled in CA, California Insurance Lic. # 0C24675
Larry J. Burdt, domiciled in CA, California Insurance Lic. #0748732
Christopher Caira, domiciled in CA, California Insurance Lic. # 0D92642
Joseph Caira, domiciled in CA, California Insurance Lic. #0E33930
John Patrick Christensen, domiciled in CA, California Insurance Lic. #0786759
Bridy Oreshack, domiciled in CA, California Insurance Lic. #0D91403
Barry Edney, domiciled in CA, California Insurance Lic. #0744997
Enrique Enriquez, domiciled in CA, California Insurance Lic. #0B77717
Karin Erkkila, domiciled in CA, California Insurance Lic. #0E37313
Majid Farboudmanesh, domiciled in CA, California Insurance Lic. #0636954
Todd Stuart Frank, domiciled in CA, California Insurance Lic. #0515950
Allan Galgut, domiciled in CA, California Insurance Lic. #0G06952
Johnson Lim Go, domiciled in CA, California Insurance Lic. #0B56709
Desiree Hallas, domiciled in CA, California Insurance Lic. #0A98844
David Hernandez, domiciled in CA, California Insurance Lic. #0E23973
Lawrence Douglas Kriesmer, domiciled in CA, California Insurance Lic. #0707364
Tony Lopez, domiciled in CA, California Insurance Lic. #0F37929
Lisa Martin, domiciled in CA, California Insurance Lic. #0B83570
Christopher Matheson, domiciled in CA, California Insurance Lic. #0B73985
Thomas Ward Naylor, domiciled in CA, California Insurance Lic. #0650673
William Ploeger, domiciled in CA, California Insurance Lic. #0814149
Lew Sandubrae, domiciled in CA, California Insurance Lic. #0448140
David Stevens, domiciled in CA, California Insurance Lic. #0B79322
Richard Texidor, domiciled in CA, California Insurance Lic. # 0G90130
Dung Vu, domiciled in CA, California Insurance Lic. #0E24274
Nicole Gilbert, domiciled in CA, California Insurance Lic. #0F72907
Michael Yoffee, domiciled in CA, California Insurance Lic. #0G99546
Michael Jerome Zepeda, Jr., domiciled in CA, California Insurance Lic. #0B07920
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

Todd Frank, domiciled in California, CA Insurance License #0515950
John Holcombe, domiciled in California, CA Insurance License #0567820
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
Geoffrey Kaltenbach, domiciled in California, CA Insurance License #0B06906
Michael Zepeda, domiciled in California, CA Insurance License #0B07920
Doak Belt, domiciled in California, CA Insurance License #0C24675
Nicholas Ewen, domiciled in California, CA Insurance License #0H89906
Frederick Zepeda, domiciled in California, CA Insurance License #0I05848
Brett Laddusaw, domiciled in California, CA Insurance License #0I91370
Brandon Meza, domiciled in California, CA Insurance License #0K34498
Robert Hubbard, domiciled in California, CA Insurance License #0K41593
Ibarra De Leon, domiciled in California, CA Insurance License #0H33530
Gregory Kaltenbach, domiciled in California, CA Insurance License #0B62181
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
Lisa Sakai, domiciled in California, CA Insurance License #0H71367
Adam Bar, domiciled in California, CA Insurance License #0G47513
Amanda Bar, domiciled in California, CA Insurance License #0G72364


CRN201501-143460