Licensing Information

Insurance

We have individuals licensed to sell Insurance Products in the following jurisdictions:

Arizona, California, Colorado, Connecticut, Delaware, Florida, Illinois, Indiana, Maine, Maryland, Massachusetts, Mississippi, Minnesota, Missouri, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia, Washington, Wisconsin

California licensure information:

  • Jay Cutler, domiciled in CT; CA Insurance License #0G91966

  • Jessica Holloway, domiciled in MA; CA Insurance License #0K40849

  • Kerri Melley, domiciled in MA; CA Insurance License #4210486

Securities

We have individuals licensed to offer Securities in the following jurisdictions:

Arizona, California, Colorado, Connecticut, Delaware, Florida, Illinois, Indiana, Maine, Maryland, Massachusetts, Minnesota, Missouri, Montana, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, Utah, Vermont, Virginia, Washington, Wisconsin