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
Andy Berleth, domiciled in California, CA Insurance License #0722698
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
Daniel Senft, domiciled in California, CA Insurance License #0822556
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
Leslie Bjornnes, domiciled in California, CA Insurance License #0D66549
Christine D’Orazio, domiciled in California, CA Insurance License #0E11973
Rong Shen, domiciled in California, CA Insurance License #0E48526
Samantha Sagers-Davenport, domiciled in California, CA Insurance License #0E57325
Donald De Jonge, domiciled in California, CA Insurance License #0F44500
Matthew Hefner, domiciled in California, CA Insurance License #0G02454
Amy Liu, domiciled in California, CA Insurance License #0G18328
Eric Gross, domiciled in California, CA Insurance License #0G48164
Shannon Riggins, domiciled in California, CA Insurance License #0G65756
Rodney Suzuki, domiciled in California, CA Insurance License #0H08520
Quincy Hall, domiciled in California, CA Insurance License #0H16132
Wes Yamada, domiciled in California, CA Insurance License #0H17271
Michael Madsen, domiciled in California, CA Insurance License #0H33566
Susan Winfree, domiciled in California, CA Insurance License #0H55007
David Fabillaran, domiciled in California, CA Insurance License #0h71350
Tawnya Schwartz, domiciled in California, CA Insurance License #0H75796
Robin Duysen, domiciled in California, CA Insurance License #0H81403
Christopher Harney, domiciled in California, CA Insurance License #0H86570
Michael Garmon, domiciled in California, CA Insurance License #0I05429
Jason Barr, domiciled in California, CA Insurance License #0I08138
DJ Wu, domiciled in California, CA Insurance License #0I21244
Jimmy Diehl, domiciled in California, CA Insurance License #0I44168
Ana Nunez, domiciled in California, CA Insurance License #0I58969
Marc Engelhardt, domiciled in California, CA Insurance License #0I80625
Stephen Zhou, domiciled in California, CA Insurance License #0I82620
Daniel Reese, domiciled in California, CA Insurance License #0I95219
Adam Chisum, domiciled in California, CA Insurance License #0I99160
Matthew Dennis, domiciled in California, CA Insurance License #0J20953
Luke Peterson, domiciled in California, CA Insurance License #0K01926
Briand Kitchens, domiciled in California, CA Insurance License #0K54429
Stephanie Ryan, domiciled in California, CA Insurance License #0K695805
Timothy Wettstein, domiciled in California, CA Insurance License #0K74771
Logan Krah, domiciled in California, CA Insurance License #0K83153
Glenn Bittner, domiciled in California, CA Insurance License #OG18513
Grace Liang, domiciled in California, CA Insurance License #0759744
Joe Cantanucci, domiciled in California, CA Insurance License #0D28115
Carmen Goldsmith, domiciled in California, CA Insurance License #0D33962
Marcus Leung, domiciled in California, CA Insurance License #0F89268
Daniel Oh, domiciled in California, CA Insurance License #0H99570
Erica Joy, domiciled in California, CA Insurance License #0I42805
Chris Churchill, domiciled in California, CA Insurance License #0i99237
Stephen Koh, domiciled in California, CA Insurance License #0709036
Mayling Way, domiciled in California, CA Insurance License #0D88574
Yuan-tsen Shi, domiciled in California, CA Insurance License #0F39171
Elsie Wang, domiciled in California, CA Insurance License #0F72057
Samuel Oceguera, domiciled in California, CA Insurance License #0F83579
Emily Zhou, domiciled in California, CA Insurance License #0F95409
Neepa Shah, domiciled in California, CA Insurance License #0G85120
David Chiwei Gau, domiciled in California, CA Insurance License #0I67761
Brian Chong, domiciled in California, CA Insurance License #0I70805
Chris Raddie, domiciled in California, CA Insurance License #0K18871
Frank Zhou, domiciled in California, CA Insurance License #0K31344
Jessica Lam, domiciled in California, CA Insurance License #0K42372
Mark Swenson, domiciled in California, CA Insurance License #0K44659
John Kelly, domiciled in California, CA Insurance License #608086
Jack Watts, domiciled in California, CA Insurance License #0726879
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
Michael Welch, domiciled in California, CA Insurance License #0E93627
Nigel Templeman, domiciled in California, CA Insurance License #0F04675
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
Eddie Molina, domiciled in California, CA Insurance License #0I43074
Frank Carrion, domiciled in California, CA Insurance License #0I85848
Daniel Jacques, domiciled in California, CA Insurance License #0J07212
Thomas Jops, domiciled in California, CA Insurance License #0K06116
Shyla Stahl, domiciled in California, CA Insurance License #OA95116
Clark Snitko, domiciled in California, CA Insurance License #OI39163
Lori Mattson, domiciled in California, CA Insurance License #OK50276
Frank Udvarhely, domiciled in California, CA Insurance License #OK73681
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

CRN201610-187543


CRN201903-209239