Broker Check


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:
Connecticut, Florida, Illinois, Massachusetts, New Jersey, New York, North Carolina, and Pennsylvania.

We have individuals registered to offer securities in the following jurisdictions:
Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Kentucky, Maine, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Texas, and Vermont.