Broker Check

Licences

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.

We have individuals licensed to sell insurance products.

Jeff Richard's Insurance Licenses: CA(0F90409), CO FL, IL, IN, LA, ME, MI, MS, NC, NJ, NM, NY, OR, TX, WA

Matthew Addy's Insurance Licenses: IL, MI, NM, TX, WA

Becci Brewster's Insurance Licenses: MI

California Insurance Licensing.

Jeff Richard's, domiciled in Michigan, California Insurance Lic. #0F90409.

We have individuals registered to offer securities.

Jeff Richard’s Securities Licenses: AK, AZ, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA

Matthew Addy’s Securities Licenses: AZ,CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, SC, TN, TX, UT, VA, WA, WI

Becci Brewster's Securities Licenses: MI

CRN202102-244092