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:
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Securities

We have individuals registered to offer securities in the following jurisdictions:
Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Michigan, Minnesota, Missouri, Montana, New Hampshire, New Jersey, New Mexico, Nevada, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, 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

Richard Sullivan, domiciled in California, CA Insurance License #0510924
Rick Alvarez, domiciled in California, CA Insurance License #0555012
James Glass, domiciled in California, CA Insurance License #0627359
George Lambrix, domiciled in California, CA Insurance License #0660490
Dan Altamirano, domiciled in California, CA Insurance License #0733009
John McFadden, domiciled in California, CA Insurance License #799670
Robert Fakhimi, domiciled in California, CA Insurance License #0802210
Greg Cohn, domiciled in California, CA Insurance License #0B82267
Christina Liu, domiciled in California, CA Insurance License #0B93896
Celia Sandel, domiciled in California, CA Insurance License #0C48969
Rong Shen, domiciled in California, CA Insurance License #0E48526
Samantha Sagers-Davenport, domiciled in California, CA Insurance License #0E57325
Eric Gross, domiciled in California, CA Insurance License #0G48164
Michael Garmon, domiciled in California, CA Insurance License #0I05429
DJ Wu, domiciled in California, CA Insurance License #0I21244
Jimmy Diehl, domiciled in California, CA Insurance License #0I44168
Stephen Zhou, domiciled in California, CA Insurance License #0I82620
Glenn Bittner, domiciled in California, CA Insurance License #OG18513
Grace Liang, domiciled in California, CA Insurance License #0759744
Carmen Goldsmith, domiciled in California, CA Insurance License #0D33962
Marcus Leung, domiciled in California, CA Insurance License #0F89268
Mayling Way, domiciled in California, CA Insurance License #0D88574
Samuel Oceguera, domiciled in California, CA Insurance License #0F83579
Neepa Shah, domiciled in California, CA Insurance License #0G85120
Chris Raddie, domiciled in California, CA Insurance License #0K18871
Frank Zhou, domiciled in California, CA Insurance License #0K31344
Mark Swenson, domiciled in California, CA Insurance License #0K44659
Scott Bradford, domiciled in California, CA Insurance License #0817656
Douglas Van Order, domiciled in California, CA Insurance License #0B53657
Michael Balstad, domiciled in California, CA Insurance License #0C60772
Brandon Brooke, domiciled in California, CA Insurance License #0D19958
Daniel Blum, domiciled in California, CA Insurance License #0G42879
Teri Shaules, domiciled in California, CA Insurance License #0H17072
Rob Chase, domiciled in California, CA Insurance License #0H48487
Clark Snitko, domiciled in California, CA Insurance License #OI39163
Sarah Tolson, domiciled in California, CA Insurance License #0F43069
Ryan Thomas, domiciled in California, CA Insurance License #0F51449
Richard Roman, domiciled in California, CA Insurance License #0399218
Rick Roman, domiciled in California, CA Insurance License #0C03497

Arkansas Insurance Licensing

Robert Fakhimi, domiciled in CA, Arkansas Insurance Producer Lic. #225471