about us

Licenses

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

We have individuals licensed to sell insurance products in the following jurisdictions:
Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Indiana, Massachusetts, Maryland, Maine, Mississippi, Montana, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia

Securities

We have individuals registered to offer securities in the following jurisdictions:
Arizona, California, Connecticut, Florida, Illinois, Indiana, Iowa, Louisiana, Michigan, Nevada, New York, Ohio, Pennsylvania, 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

Francine Chui, domiciled in California, CA Insurance License # 0B82858

Kristen Croll, domiciled in California, CA Insurance License # 0L94901

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

Jackey I.C. Huang, domiciled in California, CA Insurance License # 0F17978

Jennie Karapetian, domiciled in California, CA Insurance License # 0J06514

Carter Kim, domiciled in California, CA Insurance License # 0I24901

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

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

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

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

Ashlee Liu, domiciled in California, CA Insurance License # 0F78270

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

Paul Neuhausen, domiciled in California, CA Insurance License # 0G55916

Debby Pan, domiciled in California, CA Insurance License # 0C45290

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

Hector Rodriquez, domiciled in California, CA Insurance License # 0M57851

Jack Schlonsky, domiciled in California, CA Insurance License # 0G82474

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

Franklin J. Taylor, domiciled in California, CA Insurance License # 0593357

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

Brian Willis, domiciled in California, CA Insurance License # 0M63896

Yu Zhang, domiciled in California, CA Insurance License # 0J21586

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


CRN202102-244205