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, Arkansas, Connecticut, Delaware, Idaho, Illinois, Indiana, Iowa, Louisiana, Maine, Michigan, Minnesota, Mississippi, Montana, Nebraska, Nevada, New Hampshire, New Jersey, North Dakota, Ohio, Oklahoma, Oregon, Puerto Rico, Rhode Island, Wyoming, 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:
Iowa, Kansas, Louisiana, Michigan, Missouri, Nebraska, Nevada, New Hampshire, North Dakota, Oklahoma, Puerto Rico, Utah, Washington, West Virginia, Wisconsin, Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Maryland, Maine, Minnesota, Mississippi, Montana, North Carolina, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Alaska, Arkansas

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 North Carolina, CA Insurance License #0D07512

Daniel Smith, domiciled in North Carolina, CA Insurance License #0E49083

Timothy Flanagan, domiciled in North Carolina, CA Insurance License #0E42766

Larry Foster, domiciled in North Carolina, CA Insurance License #0L03563

Gerald Malmo, domiciled in North Carolina, CA Insurance License #0D07511

Tommie Kiser, domiciled in North Carolina, CA Insurance License #0K03061

David Hodges, domiciled in South Carolina, CA Insurance License #0M83989

Gregory Hinrichs, domiciled in North Carolina, CA Insurance License #0E30167

Cynthia Block-Taylor, domiciled in North Carolina, CA Insurance License #0K38492

John Dameron, domiciled in North Carolina, CA Insurance License #0B82979

David Belinkie, domiciled in North Carolina, CA Insurance License #0E46546

Ryan Platt, domiciled in North Carolina, CA Insurance License #0H24384

Daniel Richardson, domiciled in North Carolina, CA Insurance License #0F19593

Sunil Nagpal, domiciled in North Carolina, CA Insurance License #0E95418

Thomas Giltner, domiciled in Ohio, CA Insurance License #0L77476

Sunil Handa, domiciled in South Carolina, CA Insurance License #0I57046

Hua Peng, domiciled in North Carolina, CA Insurance License #0M11797

David Ferguson, domiciled in North Carolina, CA Insurance License #0L83134

Adam Taff, domiciled in North Carolina, CA Insurance License #0L98625

Kevin Monaghan, domiciled in North Carolina, CA Insurance License #0J19084

Andrew Spafford, domiciled in North Carolina, CA Insurance License #0L80591

Matthew Weissman, domiciled in North Carolina, CA Insurance License #0M19372

Brian Willis, domiciled in North Carolina, CA Insurance License #0M80550

Arkansas Insurance Licensing

Grant Bridges, domiciled in North Carolina, AR Insurance License #2396591

Gregory Hinrichs, domiciled in North Carolina, AR Insurance License #2086627

Shane Tenny, domiciled in North Carolina, AR Insurance License #3528661

John Dameron, domiciled in North Carolina, AR Insurance License #777539

Brian Holden, domiciled in North Carolina, AR Insurance License #15742261

Cynthia Donald, domiciled in North Carolina, AR Insurance License #4088420

Todd Lockhart, domiciled in North Carolina, AR Insurance License #6552599

Brian Willis, domiciled in North Carolina, AR Insurance License #6615886