Licensing

We’re proud to serve clients across the U.S.

Where you can find us

Our team holds licenses to provide insurance and securities solutions in the following states. This allows us to offer consistent service and support to clients wherever they are located. The states below are held by our general agents but if there is a state that is not listed, we can find an agent within our agency who is properly licensed to serve you.

We have individuals licensed to sell securities in:

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, RI, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

We have individuals licensed to sell insurance products in:

Gregory L. Cohn, CA Insurance LIC #0B8226, State of Domicile: CA | Robert Michael Clark, CA Insurance LIC #0F22266, State of Domicile: CA

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