about us

Licenses

Our financial professionals 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 professionals 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:
Alabama, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Mississippi, North Carolina, Nebraska, New Hampshire, New Mexico, Nevada, New Jersey, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin

Securities

We have individuals registered to offer securities in the following jurisdictions:
Arkansas, Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Montana, North Carolina, Nebraska, New Hampshire, New York, Nevada, Ohio, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia

We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

California Insurance Licensing

Rick Abesamis, domiciled in Illinois, CA Insurance License #0G09761

Nilesh Patel, domiciled in Illinois, CA Insurance License #0J03771

 

Adam Solano, domiciled in Illinois, CA Insurance License #0E27690

John Wheeler, domiciled in Illinois, CA Insurance License #0F74347

Shawky Yoakim, domiciled in Illinois, CA Insurance License #0K23823

Arkansas Insurance Licensing

John W. Wheeler, Jr., domiciled in IL, Arkansas Insurance Lic. #1597763

CRN201707-194569


CRN201903-209239