Broker Check

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