Licensing

RICK WILLARD

Securities:
We are licensed to offer securities products in the following jurisdictions:
PA, MA, NC, RI, NY, MD, MI, MO, NJ, AZ, CT, GA

Insurance:
We are licensed to sell insurance products in the following jurisdictions:
PA, MA, NC, RI, NY, MD, MI, MO, NJ, AZ, CT, FL, ME, NH, NV, CO, GA, IL, IN, CA, AL, DE, LA, OH, SC, TN, TX, UT
Rick Willard maintains his FINRA Series 6 and 63 Life & Health, and Variable Annuity licenses.

Rick Willard; Domiciled in MA, CA Insurance License #0E09347

 ANTHONY GEARY

Securities:
CA, CT, FL, GA, KY, MA, NY, RI, TX, NC, OH

Insurance:
CA, CT, FL, GA, KY, MA, NC, NY, RI, SC
Anthony Geary maintains his Series 7, 24 and 66, Life & Health and Variable Annuity licenses.

Anthony Geary; Domiciled in MA, CA Insurance License #4368518

 

DAVID FERREIRA

Securities:
MA, VT, CT, NY, NC, OH, RI, FL

Insurance:
CT, MA, NH, VT, ME, NY, FL, OH, CA, NC
David Ferreira maintains his Series 7, and 66, Life, Health & Accident licenses and Variable Annuity licenses.

 

We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.