Disclosures
Licenses / Client Relationship Summary
Jurisdictions
We have individuals registered to offer securities in the following jurisdictions:
Life Insurance31 jurisdictions
- Alabama
- Arizona
- California
- Colorado
- Delaware
- District of Columbia
- Florida
- Georgia
- Illinois
- Indiana
- Kansas
- Kentucky
- Louisiana
- Maryland
- Massachusetts
- Mississippi
- Missouri
- New Jersey
- New Mexico
- New York
- North Carolina
- Ohio
- Pennsylvania
- Rhode Island
- South Carolina
- Tennessee
- Texas
- Utah
- Virginia
- Washington
- Wisconsin
Securities33 jurisdictions
- Alabama
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- District of Columbia
- Florida
- Georgia
- Hawaii
- Illinois
- Indiana
- Kansas
- Kentucky
- Louisiana
- Maryland
- Massachusetts
- Michigan
- Mississippi
- Missouri
- New Jersey
- New Mexico
- New York
- North Carolina
- Ohio
- Oklahoma
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Utah
- Virginia
- Washington
| Name | License | State of domicile |
|---|---|---|
| Abigail Spaulding | AR Insurance License No.11155975 | TN |
| Neal Faught | AR Insurance License No.5958863 | TN |
| Bradley Fair | AR Insurance License No.6401841 | MS |
| Julie McCormick | AR Insurance License No.18131759 | TN |
| Name | License | State of domicile |
|---|---|---|
| Abigail Spaulding | CA Insurance License No.0M90298 | TN |
| Neal Faught | CA Insurance License No.0N13016 | TN |
| Richard Hamilton | CA Insurance License No.4075652 | TN |
| Julie McCormick | CA Insurance License No.4542919 | TN |
| Bradley Fair | AR Insurance License No.4104667[CONFIRM: live site labels this ‘AR Insurance License No.’] | MS |
Where we can help
We cannot communicate with, nor respond to requests from, users who reside in states where we are not licensed to conduct insurance and/or securities.
Client Relationship Summary (Form CRS) [link to come, CONFIRM whether applicable]