Licenses

With combined education in financial services and in-depth knowledge of the ever-changing insurance industry landscape, we can help to provide you with solutions for your unique situation.

Insurance

We are licensed to sell insurance products in the following jurisdictions: AL,AZ, CA, FL, IN, MA,  MD, ME, MI, NC, NY, OH,  PA, RI, SC, TX, VA, WA

Adam Follmer domiciled in NY, CA insurance license number 4040665  

Securities

We are licensed to sell securities in the following jurisdictions: AL, CA, CO, FL, GA, IN, MA, MD, ME,  NC, NH, NY, OH, OR, PA, RI, SC, TX, VA