Our Financial Services Representatives combine their education in financial services with their 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.


We have individuals licensed to sell insurance products in the following jurisdictions:

Alaska, Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Texas, Vermont, Virginia, Washington, Wisconsin, West Virginia, Wyoming


We have individuals registered to offer securities in the following jurisdictions:

Alaska, Alabama, Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Mississippi, Montana, North Carolina, New Jersey, Nevada, New York, Ohio, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia

California Insurance Licensing

Danielle Richard—domiciled in AZ, CA license # 4117818
Supriya Patel—domiciled in CA, CA license # 0G09152
Mina Nugent—domiciled in CA, CA license # 0G03226
Edward Peng—domiciled in CA, CA license # 0K97555
Jennifer Heard—domiciled in SC, CA license # 4275950
Heath Beam—domiciled in SC, CA license # 4168395
Alexander Carazo—domiciled in SC, CA license # 4268873
Steven Diaz—domiciled in SC, CA license # 4009719
Matthew Miller—domiciled in SC, CA license # 4158728
Eric Nash—domiciled in SC, CA license # 4268361
Walter Peccorini—domiciled in CA, CA license # 0H84629
Rosa Valencia—domiciled in CA, CA license # 0M14672