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:
Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Kentucky, Kansas, Massachusetts, Maryland, Missouri, North Carolina, New Mexico, New York, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, West Virginia

Securities

We have individuals registered to offer securities in the following jurisdictions:
Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Massachusetts, Maryland, Maine, Minnesota, Mississippi, Montana, North Carolina, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia

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

Lawrence Holden, domiciled in South Carolina, CA Insurance License #0D07512
Timothy Flanagan, domiciled in South Carolina, CA Insurance License #0E42766
Kevin Monaghan, domiciled in South Carolina, CA Insurance License #0J19084
Sunil Handa, domiciled in South Carolina, CA Insurance License #0I57046

CRN201611-188126


CRN201903-209239