Licensing

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.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions: AZ, CA, CO, FL, KS, MI, NM, NV, TX, UT, VA, WA, WI
California Insurance Licensing: #0C16337 and # 0I51813

Martin Battock, California Insurance Lic. #0C16337
Victoria Thomas, California Insurance Lic. #0I51813

Securities

We have individuals registered to offer securities in the following jurisdictions: AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, MA, ME, MI, MO, MT, NC, NV, NY, OH, OR, PA, SC, TX, UT, WA, WI, WY

CRN202102-244092