Licenses

FINRA Series 66 Registration (Uniform Combined State Law)

FINRA Series 7 Registration (General Securities)

Texas General Lines Agent (Life, Accident, Health and HMO)

Certified Public Accountant (Texas) License #067585*

Certified Financial Planner

We are licensed to sell Insurance Products in Texas.  We are licensed to sell Securities in Texas.  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.