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:
Alaska, Arizona, California, Connecticut, Florida, Georgia, Minnesota, Michigan, New Hampshire, Nevada, Rhode Island, Texas, Virginia, Vermont, Washington

Securities

We have individuals registered to offer securities in the following jurisdictions:
Arizona, California, Colorado, Georgia, Florida, Illinois, Minnesota, Nevada, Oregon, Tennessee, Utah, 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

Richard Mays, domiciled in California, CA Insurance License #0569286
Brian Lee, domiciled in California, CA Insurance License #0B79899
Billy Leung, domiciled in California, CA Insurance License #0C16771
Toyin Fajolu, domiciled in California, CA Insurance License #0I98407
Gene Mahn, domiciled in California, CA Insurance License #300363
John Muraski, domiciled in California, CA Insurance License #0629175
Davy Kwok, domiciled in California, CA Insurance License #0788575
Arkady Milgram, domiciled in California, CA Insurance License #0B98667
Glen Michel, domiciled in California, CA Insurance License #0E59657
Juseph Eftekhari, domiciled in California, CA Insurance License #0G78073
Steven Garibay, domiciled in California, CA Insurance License #OG26732
Josh Steinfeld, domiciled in California, CA Insurance License #0G17161
Ryan Ranuio, domiciled in California, CA Insurance License #0G56797

CRN201610-187538


CRN201903-209239