Licenses

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:
AR, CA, GA, IA, MD, MI, MN, NC, NM, NY, OH, PA, TN, TX, WV

Securities

We have individuals registered to offer securities in the following jurisdictions:
MD, OH, PA

California Insurance Licensing

Mark Dorman, domiciled in Ohio, CA Insurance License #0D99095

David Kucharski, domiciled in (Ohio) CA Insurance License #0G34742

Arkansas Insurance Licensing

David Kucharski, domiciled in (Ohio) Arkansas Producer Insurance License #2258783