about us

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.

Insurance
We have individuals licensed to sell Insurance Products in the following jurisdictions:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IN, KS, KY, LA, MA, ME, MT, NC, NY, PA, SD, TN, TX, UT, VA, WI, WV

Securities
We have individuals licensed to offer Securities in the following jurisdictions:
AL, AZ, CA CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MS, MT, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV 

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

California Insurance Licensing
Tom O’Grady, domiciled in VA, California Insurance Lic. #0C46349

CRN201501-143460

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions:
Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maine, Montana, North Carolina, New York, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Virginia, Wisconsin, West Virginia

Securities

We have individuals registered to offer securities in the following jurisdictions:
Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Maryland, Maine, Michigan, Minnesota, Mississippi, Montana, North Carolina, New Hampshire, New Jersey, Nevada, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia

We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

California Insurance Licensing

Tom O'Grady, domiciled in VA, CA Insurance License #0C46349
Leslie Halstead, domiciled in VA, CA Insurance License #0J10147
Dennis Poillon, domiciled in VA, CA Insurance License #0L32791
Bill McAvinney, domiciled in VA, CA Insurance License #0F25705 


CRN202102-244205