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.

Steven Harris: Domiciled In CA, CA Insurance License #0686309; insurance lic in CA,  GA, HI, ID, MA, MD, NV, OR, FL; securities lic in CA, NV, HI, FL, WA, OR, OH, ID, MD, TX, AZ, CO, AR, NC, WI, MT, GA

Evan Harris: Domiciled In CA, CA Insurance License #0K48714; insurance lic in CA, OR, TX; securities lic in CA, TX, ID, AZ, WA, NY, PA, CO, FL, NC, HI, NV, TN, OR, WI, MT, GA

Paul H. “Hank” Scherf: Domiciled in CA, CA Insurance License #0E51270; Insurance lic in CA, AZ, CO, FL, GA, HI, MT, NC, NY, OR, PA, TN, TX, WA; securities lic in CA, AZ, CO, NC, OR, WA, WI, MT, FL, GA, TX, HI

Chris Lewis: Domiciled In CA, CA Insurance License #0L27224 ; insurance lic in CA, TX, MA, NC ; securities lic in CA, AZ, TX, NV

Stephen Welch: Domiciled in CA, CA Insurance License #0743726; insurance lic in CA, AZ, FL, lD, NC, OR, TX; securities lic in CA, AZ,FL,lD, MD, NC, OR

Jonathan Young: Domiciled in CA, CA Insurance License #0H53906; insurance lic in CA, NY, IL; securities lic in CA.

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


CRN202112-273400