Licensing

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.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions: AR, AZ, CA, CO, FL, GA, IL, LA, MO, MT, NC, NJ, NY, OH, PA, SC, TN, TX, VT, WA, WI
Arkansas Insurance Licensing #16779178

Max A. Adams, JD*, LUTCF, domiciled in FL, California Insurance Lic. #0G70881
Gary L. Ciampitti CFP®, CLU®, ChFC®, domiciled in FL, California Insurance Lic. #OJ00403

Gary L. Ciampitti CFP®, CLU®, ChFC®, domiciled in FL, Arkansas Insurance Producer Lic. #16779178

Securities

We have individuals registered to offer securities in the following jurisdictions: CA, CO, FL, LA, MD, NC, NJ, NV, NY, PA, SC, TN, TX, WA, WI