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:

Agent Licensing

We have individuals licensed to sell securities* in:

Arizona
California
Idaho
Maryland
Missouri
New Jersey
New Mexico
Oregon
Texas
Utah
Washington
Wisconsin

We have individuals licensed to sell life insurance products in:

Arizona
California
Indiana
Maine
Oregon
Texas
Utah
Washington

We have individuals licensed to sell variable life insurance and variable annuities in:

California
Indiana
Maine
Oregon
Texas

We have individuals licensed to sell group benefits in:

California

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

George Lambrix, domiciled in California. CA Insurance Lic. #0660490.
Gregory Soulsburg, domiciled in California. CA Insurance Lic. #0D09466.
Michael Madsen, domiciled in California. CA Insurance Lic. #0H33566.
Kathryn Fitzgerald, domiciled in California. CA Insurance Lic. #0A40771.

*Securities offered through qualified Registered Representatives of MML Investors Services, LLC, Member SIPC.

Supervisory Office:
303 Oak Road, Suite 250
Walnut Creek, CA 94597
(925) 979-2300