Licensing and Registration
I hold insurance and investment licenses across multiple states so you're covered whether you're in Florida, Texas, Georgia, New York, Louisiana, or North Carolina.
Florida
FL-2-15 Life, Health & Variable Annuities
Series 65 / IAR — Investment Advisory
Texas
Life, Health & Variable Annuities
Georgia
Life, Health & Annuities
New York
Life, Health & Annuities
Louisiana
Life, Health & Variable Annuities
North Carolina
Accident
Health
Sickness
Annuities by state
Variable annuities: Florida, Texas and Louisiana
Fixed and indexed annuities: Florida, Texas, Georgia, New York and Louisiana
Check my registration
Investment adviser registrations are public. You can look up the firm and me on the SEC's Investment Adviser Public Disclosure website:
Questions
Not sure whether I can help in your state? Schedule a free consultation and ask.
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