Licensing

We are licensed to assist clients in a number of states throughout the country.  As our clients grow, so do we.  If you and your family are moving to another state, rest assured that we will obtain the necessary licenses so that we may continue to serve you, no matter where you reside in the country.

​

We are licensed to sell securities in the following states:

CA, CO, FL, GA, IL, MA, NJ, NY, NC, OH, PA, RI, SC, & WA

​

We are licensed to sell insurance in the following states:

CA, CO, FL, IL, MA, NC, NJ, OH, PA, TN, & TX

​

Piers Curry, Domicile State: FL; CA Insurance License No.: 0I63379

We cannot communicate with, nor respond to requests from those who reside in jurisdictions where

we are not licensed to conduct insurance and/or securities business.

​