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

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
Kyle Miholich, domiciled in California, CA Insurance License #0I06524
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
Stephen Caldwell, domiciled in California, CA Insurance License #0G80658
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

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CRN201903-209239