Licensing Information


We are registered to transact securities business in: CA, HI, NY, VA, NV, NM, AZ, FL, IL, MN, OR, WA, TX, DE, MS, GA, MA, SC, PA, UT, TN, NC, ID, NJ, RI, WI, MI, MO, MD

We are licensed to sell insurance in: CA, AZ, ID, IL, MO, NM, NV, PA, TN, TX, NY, NJ

Sarah Tolson Kim, CA Insurance License # 0F43069, State of Domicile: CA

Leslie Pettinelli, CA Insurance License # 0I81517, State of Domicile: CA

Carmen Goldsmith, CA Insurance License # 0D33962, State of Domicile: CA

Karin Burk, CA Insurance Licence # 0E37313, State of Domicile: CA

Ahna Azevedo, CA Insurance Licence # 4256449 , State of Domicile: CA

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.