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:
Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Maine, Maryland, Mississippi, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Tennessee, Virginia, Washington, West Virginia

Securities

We have individuals registered to offer securities in the following jurisdictions:
Arizona, California, Illinois, Iowa, Louisiana, Michigan, Nevada, New Jersey, New York, Texas, Washington

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

David Duarte, domiciled in California, CA Insurance License # 0B07663

Sriramana Ghadiyaram, domiciled in California, CA Insurance License # 0K20618

Jayant Kharkar, domiciled in California, CA Insurance License # 0E29952

Maral Kirakosian, domiciled in California, CA Insurance License # 0K99258

Kevin Ko, domiciled in California, CA Insurance License # 0K90838

Davy Kwok, domiciled in California, CA Insurance License # 0788575

David Lazar, domiciled in California, CA Insurance License # 0H42543

Billy Leung, domiciled in California, CA Insurance License # 0C16771

Brian Lee, domiciled in California, CA Insurance License # 0B79899

Tingting Li, domiciled in California, CA Insurance License # 0L64146

Gene Mahn, domiciled in California, CA Insurance License # 300363

Richard Mays, domiciled in California, CA Insurance License # 0569286

Arkady Milgram, domiciled in California, CA Insurance License # 0B98667

Ryan Ranuio, domiciled in California, CA Insurance License # 0G56797

Josh Steinfeld, domiciled in California, CA Insurance License # 0G17161

Jason Tan, domiciled in California, CA Insurance License # 0B36229

Dorothy Tan, domiciled in California, CA Insurance License # 0I78333

Elsie Wang, domiciled in California, CA Insurance License # 0F72057

Diana Zupnik, domiciled in California, CA Insurance License # 0I87562

CRN201811-187538