Broker Check


Our financial services representatives 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 services representatives must pass comprehensive exams to obtain a license to sell products in your state.

We have individuals licensed to sell insurance products in the following jurisdictions:
California, Colorado, Connecticut, Florida, Maine, Massachusetts, Michigan, New York, New Jersey, North Carolina, Virginia

California Insurance Licensing
Brian Waddell, domiciled in CT, California Insurance Lic. # 0M69815

We have individuals registered to offer securities in the following jurisdictions:
California, Colorado, Connecticut, Florida, Massachusetts, Maryland,  New York, North Carolina, New Jersey, Rhode Island, Virginia, Wisconsin