Licensing

Lightbulb moment: Piecemeal planning is exactly that: piecemeal. Wouldn't it make sense if your CPA, attorney and financial planner worked together as a team?

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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:
AL, CA, CO, FL, DC, DE, GA, IL, IN, KS, KY, LA, MD, MI, MN, MO, NC, NJ, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA

We are licensed to sell insurance in the following states:
AL, AZ, CA, CT, DC, DE, FL, GA, IN, KS, MD, MI, MN, MO, NC, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA

Seth Cohn, Domicile State: GA; CA Insurance License No.: OJ12823
Scott Varon, Domicile State: GA; CA Insurance License No.: OJ04570
Joshua Harper, Domicile State: GA; CA Insurance License No.: OJ11899
Brent Blair, Domicile State: GA; CA Insurance License No.: OK47991

 

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