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.
*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