CONNECT

Address:

4695 MacArthur Ct Suite 1000
Newport Beach, CA 92660

Phone:

(949) 660-1717

Fax/Other:

(949) 660-1991

Licensing

Our financial services representatives 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 services representatives 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: AL, AZ, CA, CO, CT, DC, DE, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX

Paul Yoon, domiciled in CA, California Insurance Lic. #0I14324
Eric Kerner, domiciled in CA, California Insurance Lic. #0793962
Erwin Prieto, domiciled in CA, California Insurance Lic. #0C86438
Thomas L. Thorkelson, domiciled in CA, California Insurance Lic. #0198167
Peter Spreen, domiciled in CA, California Insurance Lic. #0I99384
Robert J. Smith, domiciled in CA, California Insurance Lic. #0665752
Scott G. Sinek, domiciled in CA, California Insurance Lic. #0C20062
David O. Schrempf, domiciled in CA, California Insurance Lic. #0E2199
Michael J. Rothman, domiciled in CA, California Insurance Lic. #0C16088
Ismael Romero, domiciled in CA, California Insurance Lic. #0G54894
Ruben Rojas, domiciled in CA, California Insurance Lic. #0G91151
Philip Roberts, domiciled in CA, California Insurance Lic. #0H28525
Peter F. Roberts, domiciled in CA, California Insurance Lic. #0574130
Michael P. Roberts, domiciled in CA, California Insurance Lic. #0678695
Joseph Rivas, domiciled in CA, California Insurance Lic. #0H24915
Ben W. Rainey, domiciled in CA, California Insurance Lic. #0F66196
Richard H Proctor, domiciled in CA, California Insurance Lic. #0B26758
Matthew J. Pime, domiciled in CA, California Insurance Lic. #0E32154
Robert Perez, domiciled in CA, California Insurance Lic. #0F84901
Henry H. Norman, domiciled in CA, California Insurance Lic. #0G95534
David R. Namazi, domiciled in CA, California Insurance Lic. #0G63145
David B. Murbach, domiciled in CA, California Insurance Lic. #0J04996
Julian Movesesian, domiciled in CA, California Insurance Lic. #0651176
Xiabao Zheng, domiciled in CA, California Insurance Lic. #0I98176
Andrew Moore, domiciled in CA, California Insurance Lic. #0D41002
Patrick Menerey, domiciled in CA, California Insurance Lic. #0I74110
Brian P. McNamara, domiciled in CA, California Insurance Lic. #0A06717
Ethan G. Matkin, domiciled in CA, California Insurance Lic. #0G65797
Blake Materewicz, domiciled in CA, California Insurance Lic. #0F36719
Farid Malek, domiciled in CA, California Insurance Lic. #0B87284
Ryan A. Logan, domiciled in CA, California Insurance Lic. #0F16408
Jonas B. Lee, domiciled in CA, California Insurance Lic. #0660245
David A. Krouse, domiciled in CA, California Insurance Lic. #0H66245
James Keane, domiciled in CA, California Insurance Lic. #0K48145
Ivan M. Illan, domiciled in CA, California Insurance Lic. #0E72008
Eric B. Johnson, domiciled in CA, California Insurance Lic. #0E45461
Andrew Hyun, domiciled in CA, California Insurance Lic. #0H93301
Jennifer Hess, domiciled in CA, California Insurance Lic. #0K71790
Cy Hess, domiciled in CA, California Insurance Lic. #0I40493
Ira M. Hermann, domiciled in CA, California Insurance Lic. #0611677
Matthew Henderson, domiciled in CA, California Insurance Lic. #0C59558
Robert J. Harman, domiciled in CA, California Insurance Lic. #0G65653
Tracy Grove, domiciled in CA, California Insurance Lic. #0I66708
Robert J. Greer, domiciled in CA, California Insurance Lic. #0D93852
Daniel M. Gonzalez, domiciled in CA, California Insurance Lic. #0785707
Steven A. Gasparian, domiciled in CA, California Insurance Lic. #0J13588
Michael S. Foley, domiciled in CA, California Insurance Lic. #0I39670
Kevin J. Dykes, domiciled in CA, California Insurance Lic. #0F02386
Jason C. Doss-Carter, domiciled in CA, California Insurance Lic. #0K91251
Al J. Doss-Carter, domiciled in CA, California Insurance Lic. #0G91868
Kellen B. Doop, domiciled in CA, California Insurance Lic. #0E73576
Timothy Denton, domiciled in CA, California Insurance Lic. #0G2373
Rolanda A. Davis-Parnell, domiciled in CA, California Insurance Lic. #0G45380
Jeffery Davidson, domiciled in CA, California Insurance Lic. #0663575
Steven M. Dark, domiciled in CA, California Insurance Lic. #0B79606
Christopher M. Daniels, domiciled in CA, California Insurance Lic. #0H53380
David Connelly, domiciled in CA, California Insurance Lic. #0E09734
Robert J. Conlisk, domiciled in CA, California Insurance Lic. #0C84894
Daniel D. Chung, domiciled in CA, California Insurance Lic. #0B12803
Jack L. Chou, domiciled in CA, California Insurance Lic. #0H48495
Stuart K. Campbell, domiciled in CA, California Insurance Lic. #0667265
Michael W. Byrne, domiciled in CA, California Insurance Lic. #0H79986
Jeffery B. Bush, domiciled in CA, California Insurance Lic. #0F05236
Michael Bornstein, domiciled in CA, California Insurance Lic. #0H37402
Philip Blum, domiciled in CA, California Insurance Lic. #0H86523
Son Le, domiciled in CA, California Insurance Lic. #0G67293
Van Hess, domiciled in CA, California Insurance Lic. #0F71772
David Bennett, domiciled in CA, California Insurance Lic. #0726273
Brian Batson, domiciled in CA, California Insurance Lic. #0G85323
Joy Avedesian, domiciled in CA, California Insurance Lic. #0G82011
Blake Materewicz, domiciled in CA, California Insurance Lic. #0F36719
Jessica Kawalchuk, domiciled in CA, California Insurance Lic. #0L78893
Lilibeth Romero, domiciled in CA, California Insurance Lic. #0H02937
Estevan Noel, domiciled in CA, California Insurance Lic. #0L79345
Harrison Sallow, domiciled in CA, California Insurance Lic. #0L79127
William Zaranka, domiciled in CA, California Insurance Lic. #0L80430
Zachary Seidman, domiciled in CA, California Insurance Lic. #0L72069
Topher Smith, domiciled in CA, California Insurance Lic. #0F55711
Jimmy Barnes, domiciled in CA, California Insurance Lic. #0H42577
Ryan Moore, domiciled in CA, California Insurance Lic. #0H41924
Scott C. Grove, domiciled in CA, California Insurance Lic. #0G28276
Mike Amiya, domiciled in CA, California Insurance Lic. #0L22999
Greg Avallon, domiciled in CA, California Insurance Lic. #0K98918
David I. Bacall, domiciled in CA, California Insurance Lic. #0E79375
Charles E. Ball, domiciled in CA, California Insurance Lic. #0B93170
Casey Berwick, domiciled in CA, California Insurance Lic. #0H23604
David R. Atkins, domiciled in CA, California Insurance Lic. #0650798
Kamal Bhakta, domiciled in CA, California Insurance Lic. #0H28904
Christopher G. Beiler, domiciled in CA, California Insurance Lic. #0I71703
Robert Blauer, domiciled in CA, California Insurance Lic. #0G65924
Jennifer Zacher, domiciled in CA, California Insurance Lic. #0K92265
Edward J. Wirtz, domiciled in CA, California Insurance Lic. #0819638
Cameron Winchel, domiciled in CA, California Insurance Lic. #0K87064
Chloe E. West, domiciled in CA, California Insurance Lic. #0K59806
Joshua D. Wakefield, domiciled in CA, California Insurance Lic. #0H60548
Christina L. Wada, domiciled in CA, California Insurance Lic. #0H99217
Alina H. Vartazarian, domiciled in CA, California Insurance Lic. #0F79851
David N. Tauson, domiciled in CA, California Insurance Lic. #0B33303
Anne R. Thorward, domiciled in CA, California Insurance Lic. #0B56272
Anthony Beltran, domiciled in CA, California Insurance Lic. #0B78017
Casey Haakinson, domiciled in CA, California Insurance Lic. #0L43488
Jason Veris, domiciled in CA, California Insurance Lic. #oL44358
Mark Wedgworth, domiciled in CA, California Insurance Lic. #0F14265
Cecilia Roman, domiciled in CA, California Insurance Lic. #0L46704
Scott Chung, domiciled in CA, California Insurance Lic. #0B19975
Jake Hagedorn, domiciled in CA, California Insurance Lic. #0K33059
Kyunghwa "Kate" Park, domiciled in CA, California Insurance Lic. #0K33059
Manasvee "Nung" Rigor, domiciled in CA, California Insurance Lic. #0G49423
Capstone Partners, domiciled in CA, California Insurance Lic. #0H81892
Arielle Bittoni, domiciled in CA, California Insurance Lic. #0L71611
Eric Bryson, domiciled in CA, California Insurance Lic. #0E53460
Joseph Christian, domiciled in CA, California Insurance Lic. #0L03942
Max Freedman, domiciled in CA, California Insurance Lic. #0G70106
Laura Gruendler, domiciled in CA, California Insurance Lic. #0C69544
Bryan Krupin, domiciled in CA, California Insurance Lic. #0B79381
Edward Motley, domiciled in CA, California Insurance Lic. #0D32089
Kush Patel, domiciled in CA, California Insurance Lic. #0L25130
Bianca Roces, domiciled in CA, California Insurance Lic. #0K95324
Chase Skistimas, domiciled in CA, California Insurance Lic. #0H93769
Jose "Alex" Viramontes, domiciled in CA, California Insurance Lic. #0L63088
Jeremiah Williamson, domiciled in CA, California Insurance Lic. #0D91451
Gregory Wilson, domiciled in CA, California Insurance Lic. #0L34318
Pieter Olree, domiciled in CA, California Insurance Lic. #0L70908

Robert J. Smith, domiciled in CA, Arkansas Insurance Producer Lic. #774843
Ben W. Rainey, domiciled in CA, Arkansas Insurance Producer Lic. #6839922
Julian Movesesian, domiciled in CA, Arkansas Insurance Producer Lic. #78741
Matthew Henderson, domiciled in CA, Arkansas Insurance Producer Lic. #952514
Christopher M. Daniels, domiciled in CA, Arkansas Insurance Producer Lic. #8173399

Securities

We have individuals registered to offer securities in the following jurisdictions: AL, AZ, CA, CO, CT, DC, DE, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX

CRN201903-208966

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