Broker Check

Licenses

Our financial professionals 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 professionals 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:
Alabama, Colorado, Pennsylvania, Washington, Connecticut, Florida, Maine, Michigan, North Carolina, Nebraska, South Carolina, Virginia, Georgia, New Jersey, Texas, Nevada, District of Columbia, Missouri, Tennessee, California, Kentucky, New York, Arizona, Illinois, Ohio, Louisiana and Wisconsin. 

Securities

We have individuals registered to offer securities in the following jurisdictions:
Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Massachusetts, Maryland, Minnesota, North Carolina, North Dakota, Nebraska, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas and 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.

CA Insurance License:

David Ferguson, domiciled in North Carolina, CA Insurance License #0L83134

Timothy Flanagan Jr., domiciled in North Carolina, CA Insurance License #0E42766

Kevin Monaghan, domiciled in North Carolina, CA Insurance License #0J19084

CRN201903-208966