Broker Check


Our Advisors combine their education in financial services with their knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All Advisors must pass comprehensive exams to obtain a license to sell products in your state.

Our offices are licensed to sell insurance products in the following jurisdictions:

Alabama, Florida, Georgia, Illinois, Indiana, Kansas, Maryland, North Carolina, Ohio, Texas, Virginia, Louisiana, Oregon, Tennessee, California (Brian Lubel CA Insurance License # 0163056, Eric Carlson CA Insurance License # 0G00890), Massachusetts, Missouri, Mississippi, New Jersey, South Carolina, Arkansas (Todd Bryant AR Insurance License # 413589), Minnesota, Nevada, New York, Colorado, Michigan, Nebraska, New Hampshire, Oklahoma, Pennsylvania

We have associates who are registered to offer securities in:

Florida, Georgia, Illinois, New York, Pennsylvania, Virginia, Missouri, New Jersey, California, Colorado, Kansas, Texas

We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.