Licenses

With combined education in financial services and in-depth knowledge of the ever-changing insurance industry landscape, WE can help to provide you with solutions for your unique situation.

Insurance
We are licensed to sell insurance products in the following jurisdictions: CO, FL, NC, NM, NV, OH, OK, SD, TX, UT, WY

Securities
We are licensed to sell securities in the following jurisdictions: AL, AR, AZ, CO, CA, DC, FL, KS, MA, MI, NE, NM, NV, OR, SD, TX, UT, WA, WI

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.