Broker Check

Licensing

Securities
We are registered to offer securities in the following jurisdictions:
AZ, CA, CO, DE, FL, GA, HI, LA, MA, ME, MO, NC, NE, NH, NJ, NM, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA.

Insurance
We are licensed to sell insurance in the following jurisdictions:
AR, AZ, CA, CO, FL, GA, HI, KY, MA, MI, MT, NC, NE, NH, OK, OR, TN, TX, VA.

Stephen R. Frank, Domicile: OK
CA Insurance License # OF11368

James N. Morella, Domicile: OK
AR Insurance License # 545987