Licensing Information
Insurance
We have individuals licensed to sell Insurance Products in the following jurisdictions:
Arizona, California, Colorado, Connecticut, Delaware, Florida, Illinois, Indiana, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia, Washington, Wisconsin
California licensure information:
Stanislav Lisovskiy is domiciled in MA and licensed to sell insurance in CA - License #4329177
Arkansas licensure information:
Ben Minifie is domiciled in MA and licensed to sell insurance in AR License #20273344
Securities
We have individuals licensed to offer Securities in the following jurisdictions:
Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Indiana, Iowa, Kansas, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington
Prospective clients in states not listed above should contact us directly to determine whether an advisory relationship is permissible.