Broker Check



Our Financial Services Representatives combine their education in financial services with their 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.

We have individuals licensed to sell Insurance Products in the following jurisdictions:

Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, New Hampshire, New Mexico, Pennsylvania, Texas, Virginia, Washington.

We have individuals licensed to sell Securities in the following jurisdictions:

California, Connecticut, District of Columbia, Florida, Maine, Minnesota, New Jersey, New York, New Mexico, North Carolina, Pennsylvania, Rhode Island. 

We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

The following Individuals have Insurance Licenses in California.

  • William Bowden - CA License# 0B82561
  • Warren Pena - CA License# 0L79277
  • J. Scott Kephart - CA License# 0L02884