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Compliance

Licensing

Our financial services professionals combine education with in-depth knowledge of the insurance industry to provide solutions for your unique situation.

Licensed to Serve You

All financial services professionals must pass comprehensive exams to obtain a license to sell products in your state. We have individuals licensed to sell insurance products in:

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California Insurance Licensees

The following individuals hold a California insurance license. All are domiciled in California unless otherwise noted:

Shan Allen4454190
Scott Anstine0N01455
Darrell Asbell0H29611
Chris Barcenas4370554
Abdul Kareem Bereteh0G06375
Erica Bonilla4092137
Pedro Bretas0I41250
Ashley Chaudhry4402334
Christine Chavez0J01071
George Chavez0E60766
Jerome Childs0I48205
Alberto Contreras4448327
Diego Contreras0L05147
Derek Craft4424842
Jennifer Cuartas (FL)4078160
Ferdinand De-Guzman0E83156
Roxanne Dejesus0K08152
Baljinder Dhillon4195053
Aaron Ducore0K68063
Christian Dumlao0K90832
Michelle Elias4381086
Cory Fernandez4370877
Franklin Fortes4384794
Graham Gaerlan0I93000
Kelly Galicia-Thomas4454075
Kelly Gonzales0D34502
Teresa Gutierrez4261526
Milena Hayden0B25240
Nicholas Huggins4459923
Robert Ingraham4568688
Keith Jackson0E34395
Kanhiya James-Stephenson4550572
John Le0K13230
Thomas Le0H70950
Brett Little4464877
Xai Lor4333949
Beda Manalang0M49300
Meriam Manalili0B07402
Ranjeet Mann4239891
Jose Manzo4027961
Stephen Marker (MN)4427697
Nary McCraw0K12233
Porsche Middleton4538998
Vicente Navarro0N08246
Jennylyn Nguyen4069742
Tai Nguyen (TX)4124004
Joy Olivier0F05802
Anthony Pankey4421572
Raquel Pasamonte4370838
Anthony Pasillas4326513
Joan Pena0K89188
Tyler Reehil0L05418
Daniel Romero0K09401
Cynthia Romo4255735
Keith Saephanh4486853
Gurpreet (Gary) Sahota0H96690
Navjeet (Jay) Salhan0K85023
Josue (Josh) Sandoval0L95338
Benedict (BG) Santos4303100
Suleiman (Sully) Shetab0K08151
Damanpreet (Daman) Singh4541981
Cheryl Smith4424293
Patrice Smith4486852
Vladimir Sonnik4516189
Mimi Soo4489747
Modesto Tomeldan0K09020
Ho Tran (TX)0G40589
Leo Vang4547712
Citlaly Vidaca4351579
Jeffrey Webster (UT)4403578
Edward Williams0G90347
Elias Yaqubi4514688
Lakena Yim4295692
Claudia Leon York4489204
James (Kimo) Zamora4511923

Arkansas Insurance Licensees

The following individuals hold an Arkansas insurance license. All are domiciled in California unless otherwise noted:

Stephen Marker (MN)13957965
Joy Olivier8694407
Jeffrey Webster (UT)19621628

Securities Jurisdictions

We have individuals registered to offer securities in: CA, CT, HI, MA, NH, NJ, NV, NY, TX, VA

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