CA Insurance License #0L79588 Patrick Jarvis | Domiciled in Illinois & Georgia

CA License #0J05412 Michael Woods

CFP Board owns the certification mark CFP® in the U.S.

INSURANCE

We have individuals licensed to sell insurance products in the following jurisdictions:
AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY

SECURITIES

We have individuals registered to offer securities in the following jurisdictions: AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY