about us

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.

Insurance
We have individuals licensed to sell Insurance Products in the following jurisdictions:
Arizona, California, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, West Virginia, Wisconsin

Securities
We have individuals licensed to offer Securities in the following jurisdictions:
Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Kansas, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Tennessee, Utah, Washington, West Virginia, Wisconsin, Wyoming

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

California Insurance Licensing
Deanna Filosa, domiciled in NY, California Insurance Lic. # 0B51930
Nino Luciano, domiciled in NY, California Insurance Lic. # 0C32987
Kevin Luss, domiciled in NY, California Insurance Lic. # 0C33158
Robert Madden, domiciled in NY, California Insurance Lic. # 0H30806
Stanley Nadel, domiciled in NY, California Insurance Lic. # 0a02520
Roger Schilling, domiciled in NY, California Insurance Lic. # 0D53796

CRN201501-143460

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions:
Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, West Virginia, Wisconsin

Securities

We have individuals registered to offer securities in the following jurisdictions:
Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Kansas, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Tennessee, Utah, Washington, West Virginia, Wisconsin, Wyoming

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

Kevin Conlon, domiciled in New York, CA Insurance License #0134043
Brad Somma, domiciled in New York, CA Insurance License #0136835
Deanna Filosa, domiciled in New York, CA Insurance License #0B51930
Nino Luciano, domiciled in New York, CA Insurance License #0C32987
Jeff Berkowitz, domiciled in New York, CA Insurance License #0I19769
Michael Sparks, domiciled in New York, CA Insurance License #0K14577
Stanley Nadel, domiciled in New York, CA Insurance License #0A02520
Kevin Luss, domiciled in New York, CA Insurance License #OC-33158


CRN202102-244205