Broker Check

Licensing

Our financial services representatives 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 services representatives must pass comprehensive exams to obtain a license to sell products in your state.

We have individuals licensed to sell insurance products in the following jurisdictions:
[Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Georgia, Hawaii, Idaho, Illinois, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin]

California Insurance Licensing
Cynthia Barr, domiciled in FL, California Insurance Lic. #0J10901
Amy Share Brennan, domiciled in FL, California Producer Lic. #0817908
Bruce Champion, domiciled in FL, California Insurance Lic. #0K37320
Beatrice Cherette, domiciled in FL, California Insurance Lic. #0I50226
Robert Coury, domiciled in FL, California Insurance Lic. #0E55194
Philip Engelmann, domiciled in FL, California Insurance Lic. #0K61054
Aline Fisher, domiciled in FL, California Insurance Lic. #0596774
Stephen Karp, domiciled in FL, California Insurance Lic. #0D40646
Harvey Lam, domiciled in FL, California Insurance Lic. #0H20103
Maohong Li, domiciled in FL, California Insurance Lic. #0D58299
Claudia Marcus, domiciled in FL, California Insurance Lic. #0K82835
Thomas Martin, domiciled in FL, California Insurance Lic. #0I70406
Jared Morgenstern, domiciled in FL, California Insurance Lic. #0I87306
Alan Nazarow, domiciled in FL, California Insurance Lic. #0K76017
James Pappas, domiciled in FL, California Insurance Lic. #0F66137
Robert Reich, domiciled in FL, California Insurance Lic. #0B 96626
Eugene Rodriguez, domiciled in FL, California Insurance Lic. #0K19372
David Rotkopf, domiciled in FL, California Insurance Lic. #0J01536
Rajesh Shah, domiciled in FL, California Insurance Lic. #0K87670
Marc Sigel, domiciled in FL, California Insurance Lic. #0C86073
Phyllis Simon, domiciled in FL, California Insurance Lic. #0I01688
Jeremy Straub, domiciled in FL, California Insurance Lic. #0H87392
James Sugden, domiciled in FL, California Insurance Lic. #0I61091
Yousef Surmawala, domiciled in FL, California Insurance Lic. #0744140
Becky Tochip, domiciled in FL, California Insurance Lic. #0D34497
Veikko Vasara, domiciled in FL, California Insurance Lic. #0I47636
Howard Wolkowitz, domiciled in FL, California Insurance Lic. #0C17198
Hanhua Yu, domiciled in FL, California Insurance Lic. #0F41392
Joseph Zmora, domiciled in FL, California Insurance Lic. #0J21340

Arkansas Insurance Licensing
Amy Share Brennan, domiciled in FL, Arkansas Insurance Lic. #331800
James Pappas, domiciled in FL, Arkansas Insurance Lic. #352969
Rajesh Shah, domiciled in FL, Arkansas Insurance Lic. #592008]

We have individuals registered to offer securities in the following jurisdictions:
[Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Georgia, Hawaii, Idaho, Illinois, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin]

CRN202102-244092