Broker Check

Licensing

Licenses
Gary B. Woolman maintains his FINRA Series 7, 63 and 65, Life & Health, and Variable Annuity licenses.
Shane Houser maintains his FINRA Series 6 and 63, Life & Health, and Variable Life & Annuity licenses.
Brian K. Woolman maintains his FINRA Series 7 and 66, Life & Health, and Variable Annuity licenses.

Securities
We are licensed to offer securities in the following jurisdictions:
AL, CO, FL, GA, IL, IN, KY, MI, ME, MN, NM, NY, OH, TX, TN, VA.

Insurance
We are licensed to sell insurance in the following jurisdictions:
AL, CO, FL, GA, IL, IN, KY, MA, MI, MT, NC, NE, NM, NY, OH, PA, TN, TX, VA, WA.
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 business.