Licensing

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: AL, AR, AZ, CA, CO, CT, DC, DE, FL GA, IL, IN, MA, MD, MI, MO, NC, NH, NJ, NY, OH, OK, PA, RI, SC, TN, TX, VA, & VT.

James Boyd, domiciled in PA, California Insurance Lic. #0K67176, Arkansas Insurance Lic. #7083566
James McGoldrick, domiciled in PA, California Insurance Lic. #4251683, Arkansas Insurance Lic. #1987061
Adam Bykowski, domiciled in PA, California Insurance Lic. #4030673

Securities
We have individuals registered to offer securities in the following jurisdictions: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, & WA.