Verify adviser credentials: SEC Investment Adviser Public Disclosure (IAPD) ↗

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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