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:
Alabama, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Maryland, Maine, Michigan, Minnesota, Nevada, Oregon, South Carolina, Texas, Utah, Vermont, Washington, Wyoming, Iowa, New Mexico
Securities
We have individuals registered to offer securities in the following jurisdictions:
Arizona, California, Florida, Idaho, Montana, New Mexico, Nevada, Oregon, Texas, Utah, Washington
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
David Riffe, domiciled in Idaho, CA Insurance License #0D91162
Aaron Freedman, domiciled in Idaho, CA Insurance License #0G42430
Steve Stone, domiciled in Idaho, CA Insurance License #OK30024
Justin Walker, domiciled in Idaho, CA Insurance License #0H38894
Dan Staples, domiciled in Idaho, CA Insurance License #OL33856
Roscoe Orton, domiciled in Idaho, CA Insurance License #0F49322
CRN201611-187895
CRN201903-209239