Broker Check

Licenses

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, MN, MS, NC, NJ, NM, NY, OR, TX, WA

Matthew Addy's Insurance Licenses: CA (4063447), IL, IN, MI, MN, NC, NM, TX, WA

Christian Fairbanks' Insurance Licenses: IL, IN, MI, OH

California Insurance Licensing.

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

Matt Addy's, domiciled in Michigan, California Insurance Lic. #4063447.

We have individuals registered to offer securities.

Jeff Richard’s Securities Licenses: AK, AL, AZ, CA, CO, 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, WI, WV

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

Christian Fairbanks' Securities Licenses: CA, DC, IL, IN, MI, OH, TN, TX, VA