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:
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

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:
Jason Bach, domiciled in Texas, CA Insurance License #0E88446
Julie Bird, domiciled in Texas, CA Insurance License #0H64706
Trenton Carothers, domiciled in Texas, CA Insurance License #0M32646
John Chalk, domiciled in Texas, CA Insurance License #0D18776
Lee Cordobes, domiciled in Texas, CA Insurance License #0M12124
Daniel Drabinski, domiciled in Texas, CA Insurance License #0I93421
Barry Johnson, domiciled in Texas, CA Insurance License #0B20543
Hieu Lam, domiciled in Texas, CA Insurance License #401341
Hiep Le, domiciled in Texas, CA Insurance License #2535367
JJ Lyphout, domiciled in Texas, CA Insurance License #0M50160
Ryan Neal, domiciled in Texas, CA Insurance License #0I93343
Nguyen Nguyen, domiciled in Texas, CA Insurance License #0M41831
Thi Nguyen, domiciled in Texas, CA Insurance License #4030561
Thai Pho, domiciled in Texas, CA Insurance License #4014106
Lisa Rapfogel, domiciled in Texas, CA Insurance License #0I09287
Tim Stark, domiciled in Texas, CA Insurance License #0C27826
Adrienne Upchurch, domiciled in Texas, CA Insurance License #0D37380
Carrie Wilson, domiciled in Texas, CA Insurance License #0M81793
Melinda Witt, domiciled in Texas, CA Insurance License #0B23385

Arkansas Insurance Licensing:
Jason Bach, domiciled in TX, Arkansas Insurance Producer Lic. #7961726
Trenton Carothers, domiciled in TX, Arkansas Insurance Producer Lic. #17656768
Holly Carroccio, domiciled in TX, Arkansas Insurance Producer Lic. #1126134
John Chalk, domiciled in TX, Arkansas Insurance Producer Lic. #3477516
Jay Lancaster, domiciled in TX, Arkansas Insurance Producer Lic. #17320753
Mike Muirhead, domiciled in TX, Arkansas Insurance Producer Lic. #1275951
Hallye Perkins, domiciled in TX, Arkansas Insurance Producer Lic. #10964348
Tanner Robertson, domiciled in TX, Arkansas Insurance Producer Lic. #18965849
Jodie West, domiciled in TX, Arkansas Insurance Producer Lic. #1435032
Carrie Wilson, domiciled in TX, Arkansas Insurance Producer Lic. #8185260