Broker Check

Licensing

Licensing

Our Financial Services Representatives combine their education in financial services with their 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.

Insurance

Our office are licensed to sell insurance products in the following jurisdictions: AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, KS, LA, MD, MI, MO, NE, NJ, NM, NV, OR, PA, PR, TX, UT, VA, WA, WI

  • Lindsay Capozza, CA Insurance License #0I94394
  • Max A. Dembow, CA Insurance License #0H37104
  • Jeff Dollarhide, CA Insurance License #0B53845
  • Nick Homer, CA Insurance License #0D47489
  • Matt Lowery, CA Insurance License #0F44230
  • Josh Miceli, CA Insurance License #0G59047
  • Nick Penido, CA Insurance License #0G79113
  • Mark Sollomi, CA Insurance License #0I05784
Securities

We also have agents licensed to sell securities in the following jurisdictions: AZ, CA, CO, CT, FL, GA, IA, ID, IL, MD, ME, MI, MN, MO, ND, NE, NJ, NM, NV, NY, OH, OR, PA, SD, TX, UT, VA, WA, WI, WV, WY

We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where are not licensed to conduct insurance and/or securities business.