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:
Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Hawaii, Illinois, Indiana, Louisiana, Maryland, Missouri, North Carolina, New Jersey, New Mexico, New York, Ohio, Pennsylvania, Texas, Utah, Virginia, Wisconsin, Wyoming, West Virginia

Securities

We have individuals registered to offer securities in the following jurisdictions:
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

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

Jeff Clemons, domiciled in Nevada, CA Insurance License #0C02927
Steven Grundstedt, domiciled in Nevada, CA Insurance License #0E31030
Kyle Lum, domiciled in Nevada, CA Insurance License #0F27480
Brent Leavitt, domiciled in Nevada, CA Insurance License #0H34443
Jonathan Markos, domiciled in Nevada, CA Insurance License #0I18340
Adam Jankowski, domiciled in Nevada, CA Insurance License #0I75840
Bryan Weeks, domiciled in Nevada, CA Insurance License #0I79521
Steven Lloyd, domiciled in Nevada, CA Insurance License #0I86686
Michelle Cho, domiciled in Nevada, CA Insurance License #0J17055
Leonard Simon, domiciled in Nevada, CA Insurance License #0C29280
Todd Vinger, domiciled in Nevada, CA Insurance License #0L08175

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CRN201903-209239