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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: AZ, CA, NV

James Lingelbach - California Insurance Licensing: #0764473 , Domiciled in CA

Ciano Villaquiran - California Insurance Licensing: #0I70072, Domiciled in CA


Securities

James Lingelbach is registered to offer securities in the following jurisdictions: AZ, CA, CO, CT, FL, HI, ID, IL, MA, MS, NV, NY, OH, OR, TX, VA, WA 

Ciano Villaquiran is registered to offer securities in the following jurisdictions: AZ, CA, CT, FL,  IL, MD, NY, OR, TX, WA