Licensing Information
Below are the jurisdictions where our advisors are licensed to offer insurance and securities, along with individual license details. We only conduct business in states where we are properly registered or exempt from registration.
Insurance Licenses
Jurisdictions where we have individuals licensed to offer insurance.
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24 jurisdictions. We offer insurance products only in the states listed above and where properly licensed.
Securities Licenses
Jurisdictions where we have individuals licensed to offer securities.
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22 jurisdictions. Securities and investment advisory services are offered only where we are properly registered or exempt from registration.
Individual Advisor Licenses
Austin Farmer
CA Insurance License #4391835
John Richardson
CA Insurance License #0B30457
Cole Martin
CA Insurance License #4496277
Related legal documents