Licenses
Where We’re Licensed
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.
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Licenses
Where We’re Licensed
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.
Contact Us
Insurance
We have individuals licensed to sell insurance products in the following jurisdictions:
AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, IL, KS, KY, LA, MA, MI, MO, NE, NH, NJ, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA.
Securities
We have individuals registered to offer securities in the following jurisdictions:
AK, AL, AR, AZ, CA, CO, CT, DC, FL,GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV.
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.
Insurance Licensing
- Black, Randy, domiciled in TX, California Insurance Lic. #OH24442
- Blocker, Truman, domiciled in TX, California Insurance Lic #4071493
- Bomar, Jonathan, domiciled in TX, California Insurance Lic. #OM93424
- Galvan, Jaime, domiciled in TX, California Insurance Lic. #0I35647
- Gothard Hayden, domiciled in TX, California Insurance Lic. #4303313
- Luna, Stephen, domiciled in TX, California Insurance Lic. #4138108
- Poulos, Weston, domiciled in NC, California Insurance Lic #0M27199
- Bomar, Jonathan domiciled in TX, Arkansas Insurance Producer Lic. #17428100
- Blocker, Truman, domiciled in TX, Arkansas Insurance Producer Lic. #1209364
- Galvan, Jaime domiciled in TX, Arkansas Insurance Producer Lic. #1341298
- Stephen Luna AR # 19945669
- Jeff Cummins AR # 7029324
- Weston Polous AR# 18034931
- Luna Domiciled in TX
- Poulos Domiciled in NC
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
Supervisory Office
13455 Noel Rd. 20th Floor
Dallas, TX 75240
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Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.