about us

Licenses

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:
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

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