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:
Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Maine, Maryland, Michigan, Minnesota, Missouri, New Hampshire, Nevada, New Mexico, New York, North Carolina, New Jersey, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, West Virginia

Securities

We have individuals registered to offer securities in the following jurisdictions:
Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Indiana, Idaho, Illinois, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Missouri, New Hampshire, New Jersey, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia

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

Penny Crowell, domiciled in Virginia, CA Insurance License #0C82255
Mallory Joyce, domiciled in Virginia, CA Insurance License #0G17741
William Haycox, domiciled in Virginia, CA Insurance License #0H10615
George Caylor, domiciled in Virginia, CA Insurance License #OF92619
Robert Burke, domiciled in Virginia, CA Insurance License #OD13383
Greg Lohr, domiciled in Virginia, CA Insurance License #0G16596
Calvin Burton, domiciled in Virginia, CA Insurance License #0I24181

CRN201903-209239