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:
Alaska, Arizona, California, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming

Securities

We have individuals registered to offer securities in the following jurisdictions:
Alaska, Arizona, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Virginia, Vermont, Washington, Wisconsin, Wyoming

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

J Lyle, domiciled in WA, CA Insurance License #0832224
Peter Sechler, domiciled in WA, CA Insurance License #0B30201
Sidney Stahl, domiciled in WA, CA Insurance License #0B80513
Susan Ursino, domiciled in WA, CA Insurance License #0C49204
Sylvia Young, domiciled in WA, CA Insurance License #0C56394
Gus Zefkeles, domiciled in WA, CA Insurance License #0C71106
Kirtland Smith, domiciled in WA, CA Insurance License #0D23040
Jeffrey Miles, domiciled in WA, CA Insurance License #0D37839
Kevin Stokesbary, domiciled in WA, CA Insurance License #0D40422
Tina Wang, domiciled in WA, CA Insurance License #0D94917
Terry Solomon, domiciled in WA, CA Insurance License #0E29992
David Davis, domiciled in WA, CA Insurance License #0F03982
Jennifer Thomsen, domiciled in WA, CA Insurance License #0F95960
Scott Martin, domiciled in WA, CA Insurance License #0G89812
Travis Mann, domiciled in WA, CA Insurance License #0H14047
Curt Pederson, domiciled in WA, CA Insurance License #0H60200
Theresa King, domiciled in WA, CA Insurance License #0I86050
Edwin Erickson, domiciled in WA, CA Insurance License #0J03579
Brian Rockwell, domiciled in WA, CA Insurance License #0K55658
Philip Cardeiro, domiciled in WA, CA Insurance License #OA92827
Jim Sypher, domiciled in WA, CA Insurance License #OC30998
Rob Young, domiciled in WA, CA Insurance License #OE31911
Po Wei Chang, domiciled in WA, CA Insurance License #OI20513
Brett Garver, domiciled in WA, CA Insurance License #0171264
Justin Phillips, domiciled in WA, CA Insurance License #0H21418
John Dakin, domiciled in NO, CA Insurance License #0E67345

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CRN201903-209239