Licensing

We are registered to transact securities business in: AZ, CA, CO, DC, DE, FL, GA, HI, ID,  IL, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI.

We are insurance licensed in: AZ, CA, ID, IL, MO, NJ, NM, NV, NY, PA, TN, TX.
Sarah Tolson Kim, CA Insurance License # 0F43069, State of Domicile: CA
Leslie Pettinelli, CA Insurance License # 0I81517, State of Domicile: CA
Carmen C. Goldsmith, CA Insurance License # 0D33962, State of Domicile: CA
Carolyne Charvoz, CA Insurance License# 4063154, State of Domicile: CA 

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.