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Licenses

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.

Our offices are licensed to sell insurance products in the following jurisdictions:

CO, FL, MA, NJ, NY, GA, NC, OH, TX, OK, IA, ME, MI, PA, VA, VT, WA, UT, DC, SC, WV, IL, KY, WI


Carlos Enrique Machado, domiciled in FL; CA Insurance License #0K84014  
Zachary Mann, domiciled in FL; CA Insurance License #0K37381  
Enrique Villegas, domiciled in FL; CA Insurance License #0H21403

We also have agents licensed to sell securities in the following jurisdictions:

NY, FL, NJ

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.