about us

Licenses

Our financial professionals 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 professionals must pass comprehensive exams to obtain a license to sell products in your state.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions:
California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, New Hampshire, New Mexico, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Dakota, Tennessee, Texas, Virginia, West Virginia, Wisconsin

Securities

We have individuals registered to offer securities in the following jurisdictions:
Colorado, Connecticut, District of Columbia, Florida, Illinois, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Missouri, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Texas, Virginia, West Virginia, Wisconsin

We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

California Insurance Licensing

Nicholas Boylan, domiciled in New York, CA Insurance License #0B45653
Timothy Weber, domiciled in New York, CA Insurance License #0C28389
Thomas Picone, domiciled in New York, CA Insurance License #0C44966
John Keohane, domiciled in New York, CA Insurance License #0E64851
Judith Teich, domiciled in New York, CA Insurance License #0E77462

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CRN201903-209239