Broker Check

Licenses

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:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

We have individuals registered to offer securities in the following jurisdictions:
AZ, CA, CO, NM, NY.


CA Insurance Licenses:

Alexander Bayacal, CA Insurance License #0I87647, domiciled in CA

Doak Belt, CA Insurance License #0C24675, domiciled in CA

Michael Bornstein, CA Insurance License #0H37402,  domiciled in CA

Glenn Crawford, CA Insurance License #0I48458, domiciled in CA

Daniel Cucuiat, CA Insurance License #0F26483, domiciled in CA

Spencer Fuqua, CA Insurance License #4008650, domiciled in CA

Michael Furuta, CA Insurance License #0I134499, domiciled in CA

Aleksandar Glebov, CA Insurance License # 0D13354, domiciled in CA

Julian Harrell, CA Insurance License #0N04808, domiciled in CA

Randy Hawkins, CA Insurance License #0M06925, domiciled in CA

Yongmei (Grace) Huang, CA Insurance License #0K06083, domiciled in CA

Eleanor Jorge, CA Insurance License #0M56833, domiciled in CA

Garrett Kaltenbach, CA Insurance License #0M46217, domiciled in CA

Troy Kaltenbach, CA Insurance License #0M95109, domiciled in CA

Greg Kaltenbach, CA Insurance License #0B62181, domiciled in CA

Geoff Kaltenbach, CA Insurance License #0B06906, domiciled in CA

Michael Lacey , CA Insurance License #0F41847, domiciled in CA

Johnson Lee, CA Insurance License #0M67842, domiciled in CA

Ivan Lovegren, CA Insurance License #0K74233, domiciled in CA

Jason Mangold, CA Insurance License #0L15589, domiciled in CA

Nick (Jon) McLaughlin , CA Insurance License #0M88171, domiciled in CA

Matthew Palatinus, CA Insurance License #4005605, domiciled in CA

Kathleen Park, CA Insurance License #0F92315, domiciled in CA

Anthony Rossi, CA Insurance License #0G49352, domiciled in CA

Keegan Rowe, CA Insurance License #0M35944, domiciled in CA

Lisa Sakai, CA Insurance License #0H71367, domiciled in CA

Michael Sangervasi, CA Insurance License #0M51985, domiciled in CA

Amber Schiffert, CA Insurance License #0L99892, domiciled in CA

Gregory Schmitt, CA Insurance License #0M16955, domiciled in CA

Shawn Shastry, CA Insurance License #0K46362, domiciled in CA

Russtin Siadatian, CA Insurance License #0L54054, domiciled in CA

Peter Smith, CA Insurance License #0F81360, domiciled in CA

Richard Spencer-Allen , CA Insurance License #0K89208, domiciled in CA

Dung Vu, CA Insurance License #0E24274, domiciled in CA

Zachary Warnock, CA Insurance License #0I72305, domiciled in CA

Christopher Whalen, CA Insurance License #0F27157, domiciled in CA


AR Insurance Licenses:

Greg Kaltenbach, AR Insurance License #2251733, domiciled in CA