Search → PENN INSURANCE AND ANNUITY COMPANY
DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE
PENN INSURANCE AND ANNUITY COMPANY
INSURANCE COMPANY
License Number:
LHF65787
Status:
First Licensure:
11/03/1999
Cancel Date:
None
Renewal Date:
08/10/2026
NAIC Code:
Mailing:
ALLAN CHERRY
600 DRESHER RD
HORSHAM, PA 19044-2204
600 DRESHER RD
HORSHAM, PA 19044-2204
Phone:
+1 (215) 956-8124
Fax:
+1 (215) 956-8145
Email:
cherry.allan@pennmutual.com
| License Type | Start Date | End Date |
|---|---|---|
| INSURANCE COMPANY | 11/03/1999 | 08/10/2026 |
| Name | Issue Date | License Number | Expiration Date | Cancel Date |
|---|---|---|---|---|
| AAFP INSURANCE SERVICES INC |
02/08/2020 | AGN44026 | ||
| ISAAC ABUD ABADY |
07/13/2024 | PRN372843 | ||
| BRET AARON ABLES |
11/08/2022 | PRN308516 | ||
| ACCUQUOTE INC |
04/17/2018 | AGN45396 | ||
| ACUMEN FINANCIAL ADVANTAGE LLC |
04/02/2025 | AGN505614 | ||
| PAUL RUSSELL ADAMS |
01/01/2017 | PRN279550 | ||
| ADVISOR INSURANCE SOLUTIONS, LLC |
09/01/2021 | AGN360090 | ||
| AFX GLOBAL ADVISORS INC |
03/25/2025 | AGR121168 | ||
| AUSTIN RICHARD ALBERT |
10/14/2020 | PRR139182 | ||
| AMANDA ALKSNITIS |
04/28/2021 | PRN320948 | ||
| CALEB C. ALLEN |
01/17/2024 | PRR205893 | ||
| CHRISTIAN JOHN ALLEN |
10/17/2018 | PRN283663 | ||
| HEATHER ALLRED |
09/19/2023 | PRN463984 | ||
| NEIL ALTIERI |
02/05/2024 | PRN389404 | ||
| ROCIO MERCEDES ALZA-TORRES |
03/01/2023 | PRN334782 | ||
| KYLE E. ANDERSON |
03/07/2024 | PRN259056 | ||
| MARK ANDERSON |
05/28/2024 | PRN228447 | ||
| ERIK RONALD ANDREWS |
02/05/2024 | PRN296229 | ||
| DANIEL ANDRIANO |
08/09/2021 | PRN390415 | ||
| ANNUITY EAST LLC |
11/29/2013 | AGN129975 | ||
| AON CONSULTING, INC. |
02/25/2016 | AGN63149 | ||
| TERRIGER ARIAS-CRESPO |
03/01/2023 | PRN168282 | ||
| WILLIAM C. ARNOLD |
08/10/2024 | PRR43158 | ||
| ASH BROKERAGE LLC |
10/24/2019 | AGN56161 | ||
| JOHN ATKINSON |
01/01/2025 | PRN438059 | ||
| JUSTIN R. ATKINSON |
11/22/2019 | PRN344558 | ||
| AUSDAL FINANCIAL PARTNERS INC |
02/24/2025 | AGN229468 | ||
| AXG ADVISORS INC. |
07/11/2024 | AGN339916 | ||
| THE AYCO SERVICES AGENCY LP |
01/11/2024 | AGN41213 | ||
| GREGORY D. BAEKEY |
03/20/2024 | PRN112798 | ||
| CHARLES EDWARD BAILEY |
05/01/2019 | PRN100035 | ||
| SANDRA ANN BAILEY |
11/25/2023 | PRR43962 | ||
| PAMELA JANE BAKER |
09/09/2016 | PRN272866 | ||
| LOUIS T. BARBERIO |
04/18/2007 | PRN138410 | ||
| KALLIE BARD |
07/18/2025 | PRR259972 | ||
| BAY FINANCIAL ASSOC LLC |
07/24/2020 | AGN303284 | ||
| RICHARD WAYNE BELDING JR |
04/13/2006 | PRN125836 | ||
| BENEFIT FUNDING SERVICES, LLC. |
08/05/2025 | AGN382905 | ||
| ADAM JAMES BERGEN |
10/15/2020 | PRN365595 | ||
| MARK L. BETLOW |
12/08/2011 | PRN197922 | ||
| BETTER WEALTH SOLUTIONS, LLC |
03/30/2023 | AGN447771 | ||
| GLENN VINCENT BICICCHI |
01/05/2022 | PRN101095 | ||
| VINCENT GLENN BICICCHI |
01/05/2022 | PRN279152 | ||
| CHRISTOPHER GEORGE BIELER |
09/28/2022 | PRN320692 | ||
| CHRISTIAN PETER BISHOP |
09/22/2011 | PRR46581 | ||
| CLINTON H. BLOOD |
03/06/2024 | PRR6833 | ||
| BLUE HERRING LLC |
11/27/2020 | AGN329255 | ||
| BLUEPRINT INCOME LLC |
02/05/2024 | AGN247449 | ||
| HENRY W. BOETTGER |
12/20/2015 | PRN261961 | ||
| PAUL N. BOHLEN |
04/17/2025 | PRN315432 | ||
| JESSICA BONOMO |
03/08/2023 | PRN333300 | ||
| AMANDA L. BOST |
06/02/2011 | PRR42979 | ||
| MATTHEW ALLEN BRADLEY |
01/16/2018 | PRN299601 | ||
| GARY L. BRAGG |
03/20/2012 | PRR24741 | ||
| MICHAEL J. BRENNAN |
10/12/2012 | PRR6965 | ||
| PATRICK J. BRENNAN |
09/21/2024 | PRR48490 | ||
| JOSHUA ROBERT BREWER |
04/30/2019 | PRR218966 | ||
| MICHAEL J. BRIGLIA |
07/02/2022 | PRN215940 | ||
| RICHARD BROCK |
12/25/2020 | PRN369957 | ||
| RODNEY REED BROWN |
05/19/2021 | PRR23518 | ||
| SHEPARD A. BUCKMAN |
03/06/2024 | PRN478176 | ||
| DANIEL ALLING BULLARD |
06/09/2022 | PRN299914 | ||
| REBECCA BURCHILL |
06/04/2024 | PRR74250 | ||
| MICHELE MONGILUTZ BURKHOLDER |
05/11/2022 | PRN418348 | ||
| ROBERT PARSONS BURNS |
03/17/2020 | PRR16270 | ||
| ROBERT L. BUSH |
07/27/2022 | PRN91619 | ||
| NATHAN RANDY BUTLER |
09/17/2022 | PRN242013 | ||
| JEFFREY DOYLE CAMPBELL |
06/04/2016 | PRN209562 | ||
| CRAIG HJ CANTARA |
12/28/2013 | PRR11551 | ||
| JOSEPH DAVID CAPONE |
07/30/2025 | PRN173465 | ||
| KEVIN PATRICK CARBIN JR |
09/23/2011 | PRR26741 | ||
| SCOTT CARPENTER |
03/19/2025 | PRN510543 | ||
| DAVID J. CARROLL |
01/10/2024 | PRN65564 | ||
| ALEXANDER NICOLA CASELLA |
01/26/2022 | PRN408925 | ||
| JOHN CASERTA |
11/01/2023 | PRN468521 | ||
| ERIK NORMAN CASPARIUS |
04/30/2016 | PRR233915 | ||
| RICHARD CARMINE CELLA |
02/23/2017 | PRN172681 | ||
| CENTAURUS FINANCIAL INC |
01/17/2003 | AGN39596 | ||
| CES INSURANCE AGENCY LLC |
01/14/2004 | AGN23075 | ||
| CETERA ADVISORS LLC |
03/01/2004 | AGN47055 | ||
| CETERA INVESTMENT SERVICES LLC |
01/21/2015 | AGN54272 | ||
| CETERA WEALTH SERVICES, LLC |
11/27/2013 | AGN26604 | ||
| CHALMERS FINANCIAL SERVICES LLC |
11/26/2011 | AGR196353 | ||
| JAMES BRAITHWAITE CHALMERS |
11/26/2011 | PRR105847 | ||
| ROBERT HOWARD CHAPPELL |
08/08/2015 | PRR12462 | ||
| THOMAS C. CHESTER |
04/03/2008 | PRR99939 | ||
| CAMERON LONNIE CHRISTIANSEN |
07/06/2023 | PRN455599 | ||
| CAMERON LEWIS CHURCH |
02/05/2021 | PRN355119 | ||
| SETH CHURCH |
12/03/2022 | PRN368920 | ||
| DALE F. CLARKE |
06/01/2016 | PRN164091 | ||
| JAMES LAURENCE CLIFFORD |
01/12/2001 | PRR18683 | ||
| JACOB D. COAN |
12/02/2019 | PRR313678 | ||
| MICHAEL JOSEPH COLBERT |
04/30/2025 | PRR511024 | ||
| ERICK GERARDO COLON |
11/19/2019 | PRN344378 | ||
| MATTHEW JAMES CONDON |
08/01/2002 | PRN87189 | ||
| EDWARD M. CONDURA |
10/13/2012 | PRN205886 | ||
| JOHN THOMAS CONTE |
08/02/2018 | PRN313914 | ||
| JAMES PAUL COONEY |
06/23/2020 | PRN355515 | ||
| TIMOTHY L. COPE |
09/01/2021 | PRN232239 | ||
| JAMES ROBERT COTE |
09/15/2021 | PRN389878 | ||
| LESLIE L. COUPER |
03/07/2009 | PRR78338 | ||
| COYLE CO INS GROUP LLC |
03/28/2017 | AGN161720 | ||
| DAVID JOSEPH COYLE |
03/28/2017 | PRN18816 | ||
| SCOTT C. CRAWFORD |
06/01/2012 | PRN203581 | ||
| CRITES INSURANCE GROUP, LLC |
02/08/2023 | AGN346055 | ||
| MARK EDWARD CRITES SR |
02/08/2023 | PRN56854 | ||
| MICHAEL EDWARD CRITES |
01/08/2020 | PRN347005 | ||
| CROSS INSURANCE, INC - RHODE ISLAND |
11/19/2016 | AGR211417 | ||
| CRUMP LIFE INSURANCE SERVICES LLC |
03/01/2004 | AGN26454 | ||
| CUNA MUTUAL INSURANCE AGENCY INC |
09/01/2019 | AGN34128 | ||
| MATTHEW ALLEN CYR |
03/05/2021 | PRR180474 | ||
| MICHAEL P. DALY |
07/01/2015 | PRN106653 | ||
| RYAN J. DAVIS |
10/21/2017 | PRN296569 | ||
| ERIC R. DEAN |
03/30/2017 | PRN284844 | ||
| STEVEN ALBERT DEAN |
03/11/2010 | PRR41456 | ||
| BENJAMIN DEANE |
05/13/2021 | PRN196774 | ||
| MEAGAN M. DEJESUS |
06/08/2022 | PRN336408 | ||
| CARL A. DEMARCO JR |
01/11/2020 | PRN220471 | ||
| MICHAEL L. DEPALMA |
11/14/2022 | PRN430901 | ||
| JACOB EDWARD DEUTSCHLANDER |
07/01/2024 | PRN487837 | ||
| JOSEPH MATTHEW DIMARCO JR |
07/20/2024 | PRN271050 | ||
| DAVID PAUL DOANE |
04/30/2019 | PRR172833 | ||
| MICHAEL J. DOLBERG |
09/01/2021 | PRN359355 | ||
| PATRICK H. DONOHOE |
08/01/2013 | PRN197769 | ||
| DAMIAN DORSANEO |
03/17/2022 | PRN407923 | ||
| EDWARD DROPIC |
10/20/2021 | PRN400366 | ||
| GIDEON BENJAMIN DRUCKER |
09/14/2018 | PRN316982 | ||
| LANCE S. DRUCKER |
03/24/2016 | PRN265997 | ||
| LUKE C. DUFOUR |
10/01/2024 | PRN497126 | ||
| MARTIN EDWARD DUGGAN |
05/30/2007 | PRR24727 | ||
| BRIAN S. DUMONT |
12/25/2014 | PRN111867 | ||
| RONALD J. DUSWALT |
05/15/2008 | PRN153320 | ||
| ECA MARKETING INC |
10/17/2019 | AGN56881 | ||
| BRIAN L. ECKENRODE |
10/05/2016 | PRN276382 | ||
| JOSEPH JEROME EHRLER |
12/21/2019 | PRN344119 | ||
| ROBERT E. EICHLER |
03/21/2021 | PRN376388 | ||
| ALLEN GABRIEL EKMAN |
08/17/2017 | PRN289940 | ||
| EQUITABLE NETWORK LLC |
01/23/2012 | AGN189279 | ||
| DREW ROBERT ERRA |
01/30/2016 | PRN152012 | ||
| EXECUTIVE INSURANCE AGENCY INC |
01/31/2024 | AGN59547 | ||
| ANTHONY J. FASO |
07/06/2023 | PRN455598 | ||
| MARK ALAN FEIGENBAUM |
01/01/2014 | PRN62792 | ||
| ROBERT FEINER |
05/20/2009 | PRN166580 | ||
| KARL J. FEITELBERG |
02/12/2021 | PRN296585 | ||
| FINANCIAL ARCHITECTS PARTNERS, LLC |
01/10/2024 | AGN93966 | ||
| DOUGLAS JAMES FISHER |
02/07/2025 | PRN491550 | ||
| BRENDAN FLAHERTY |
12/08/2021 | PRN369259 | ||
| ASHLEY L. FOLEY |
03/10/2023 | PRN372912 | ||
| ADAM FOLLMER |
02/06/2020 | PRN348819 | ||
| KENNETH C. FORASTE |
09/16/2022 | PRN231471 | ||
| THE FORTUNE LAW FIRM |
04/22/2020 | AGN352992 | ||
| ROBERT EUGENE FRANK |
07/01/2010 | PRR133240 | ||
| RONALD R. FREDETTE |
11/17/2022 | PRN26514 | ||
| JOSHUA PAUL FRIEDLANDER |
11/18/2021 | PRN390900 | ||
| KIMBERLY AHRENDT FURNALD |
12/11/2018 | PRN277802 | ||
| MICHAEL F. GACEK |
01/27/2024 | PRN279687 | ||
| GALLAGHER BENEFIT SERVICES INC |
12/25/2020 | AGN79141 | ||
| LESTER EDWARD GALLAGHER IV |
10/22/2021 | PRN285927 | ||
| GARDA INS |
06/01/2016 | AGN235272 | ||
| KYLE JORDAN GARDNER |
08/08/2017 | PRN287660 | ||
| MATTHEW GATES |
10/31/2023 | PRN155704 | ||
| DAVID GEDDES |
12/22/2011 | PRN198419 | ||
| MICHAEL H. GERBER |
03/26/2021 | PRN5752 | ||
| DAVID M. GERMANO |
05/14/2014 | PRN229207 | ||
| TIMOTHY J. GIBSON |
05/31/2025 | PRN276566 | ||
| MARSHALL W. GIFFORD |
05/09/2023 | PRN116776 | ||
| ZACHARY GILDENBERG |
11/04/2020 | PRN302958 | ||
| ROBERT SCOTT GILLEN |
03/30/2023 | PRR425976 | ||
| HUNTER LLOYD GIMBEL |
12/18/2020 | PRN371358 | ||
| GIRARD FINANCIAL GROUP, LLC |
08/08/2024 | AGN490750 | ||
| DANIEL F. GIRARD |
08/08/2024 | PRN283506 | ||
| MICHELE MARIE GIROUX |
08/24/2009 | PRR33969 | ||
| MICHAEL ARMAND GODIN |
07/28/2020 | PRR34010 | ||
| RYAN MICHAEL RAY GODIN |
06/01/2022 | PRR290518 | ||
| STEPHEN PRICE GOLDSMITH |
05/24/2016 | PRR22545 | ||
| GOSLINE RETIREMENT PLANNING INC |
12/04/2019 | AGR128190 | ||
| LESLIE CHARLES GOSULE |
02/18/2008 | PRN117829 | ||
| ALEX GRAMMATIC |
09/16/2020 | PRN261213 | ||
| TERESA MARIE GRANER |
09/06/2006 | PRN130710 | ||
| MICHAEL EARLE GRAY JR |
11/24/2022 | PRN91558 | ||
| ALEXANDER GROTH |
11/11/2024 | PRN166100 | ||
| KRISTIN M. GUIBORD |
10/18/2019 | PRR155910 | ||
| CALEB DANIEL GUILLIAMS |
03/18/2023 | PRN371475 | ||
| JOHN ROBERT GURRIERI |
07/10/2018 | PRN312466 | ||
| JOHN EDWARD GURSKI |
05/11/2012 | PRR83382 | ||
| HAL D. GUY |
09/17/2016 | PRN86664 | ||
| STAN GARRISON HAITHCOCK |
03/14/2023 | PRN129024 | ||
| CLINTON E. HALL |
01/05/2022 | PRN299986 | ||
| NATHAN J. HALL |
02/23/2013 | PRN213218 | ||
| STEPHEN HALL |
01/20/2022 | PRN300163 | ||
| JEFFREY DEAN HAMMER |
04/01/2025 | PRN455278 | ||
| DAVID ARTHUR HANSON |
06/22/2017 | PRR187269 | ||
| KIMBERLY ANN HARDING |
09/04/2024 | PRN139672 | ||
| RYLEY HARPER |
06/07/2025 | PRN517635 | ||
| PHILIP EDWARD HARRIMAN |
03/13/2024 | PRR7031 | ||
| ROBERT S. HARTING |
12/31/2024 | PRN209725 | ||
| ROBERT J. HAYEK |
12/19/2008 | PRN161430 | ||
| DERMOT T. HEALEY |
04/11/2020 | PRN204029 | ||
| BRYAN WAYNE HEATH |
03/05/2020 | PRN350386 | ||
| JAMES D. HEAVEY |
08/05/2011 | PRR148555 | ||
| DOMINIQUE JEVON HENDERSON |
10/19/2024 | PRN499001 | ||
| NATHANIEL HENEIN |
08/07/2024 | PRN491218 | ||
| DANIEL E. HERNANDEZ |
07/07/2021 | PRN385933 | ||
| RICHARD HEWITT |
10/20/2022 | PRN59167 | ||
| RICHARD STAFFORD HILL |
03/06/2008 | PRR1940 | ||
| MICHAEL JOSEPH HINES |
07/31/2023 | PRN247890 | ||
| SCOTT BRIAN HINKLE |
04/02/2025 | PRN511534 | ||
| DAVID IAN HODGKINS JR |
11/10/2012 | PRN76018 | ||
| GREGORY LEO HOERNSCHEMEYER |
04/16/2024 | PRN122004 | ||
| CINDY MARIE HOGAN |
03/13/2023 | PRN332972 | ||
| WILLIAM PACK HOLMES |
10/25/2013 | PRN218873 | ||
| DANIEL JOSEPH HONAN |
10/09/2024 | PRN483350 | ||
| HORAN SECURITIES INC |
04/16/2024 | AGN343927 | ||
| HORNOR TOWNSEND & KENT LLC |
10/26/2021 | AGN35004 | ||
| DENNIS ROGERS HORNSBY |
04/19/2025 | PRN475805 | ||
| HOWARD INS AGENCY INC |
09/19/2024 | AGN214681 | ||
| EMIL JOSEPH HUCK IV |
07/18/2025 | PRR428179 | ||
| JERED R. HUNT |
02/08/2020 | PRN330970 | ||
| ADAM CHRISTOPHER HYSER |
04/23/2016 | PRN258558 | ||
| INDIVIDUAL COMMERCIAL BROKERAGE INC |
06/04/2016 | AGN98933 | ||
| EFREN A. INFANTE |
11/18/2015 | PRN178631 | ||
| J. MASON FINANCIAL GROUP, LLC |
09/06/2023 | AGN462159 | ||
| JAMES ERIK JADERBORG |
03/27/2025 | PRN276956 | ||
| HEIDI HOSTNIK JAEGER |
03/26/2021 | PRN142175 | ||
| THE JAMES B OSWALD COMPANY |
05/22/2020 | AGN37114 | ||
| JANNEY MONTGOMERY SCOTT LLC |
11/20/2021 | AGN88665 | ||
| BRIAN J. JENSEN |
04/15/2009 | PRN91012 | ||
| MIR JAFER JOFFREY |
10/25/2018 | PRN320156 | ||
| DAVID JOHAN |
10/29/2020 | PRN366598 | ||
| SHANE MATTHEW JOHNSON |
10/05/2022 | PRN433071 | ||
| BLAKE JONES |
11/20/2021 | PRN404187 | ||
| DEBORAH JONES |
11/20/2021 | PRN404190 | ||
| ALEXANDER S. JOSEPH |
08/26/2019 | PRN187327 | ||
| GARY F. JOYAL |
02/13/2025 | PRN76525 | ||
| JAMES PATRICK KACHMAR |
07/01/2010 | PRR80583 | ||
| DANIEL M. KAPLAN |
08/09/2024 | PRN491353 | ||
| JEFFREY W. KEEFE |
03/27/2024 | PRN64354 | ||
| WILLIAM HENRY KEMPLE |
12/08/2020 | PRN251819 | ||
| KEYCORP INSURANCE AGENCY USA INC |
05/30/2019 | AGN98784 | ||
| ALEXANDER MICHAEL KIENLE |
08/19/2020 | PRN359223 | ||
| JAMES F. KINDRED |
07/08/2025 | PRN330960 | ||
| GARY KING |
04/08/2004 | PRN95904 | ||
| ANDREW KIRWIN |
12/06/2016 | PRN207152 | ||
| GERALD J. KLATZ |
01/06/2004 | PRN100584 | ||
| JASON TODD KLAZMER |
08/16/2025 | PRN356348 | ||
| DAVID M. KLEINHANDLER |
08/16/2024 | PRN73794 | ||
| KRAIG KLINKHAMMER |
05/22/2024 | PRN475021 | ||
| MARTIN EARL KNIGHT |
11/20/2007 | PRN137542 | ||
| LJ KNOLL |
11/20/2021 | PRN404188 | ||
| JONATHAN J. KNOX |
04/09/2012 | PRN178319 | ||
| JARED BRANT KOELKER |
04/02/2024 | PRR197276 | ||
| DANIEL FRANCIS KRAMER |
03/22/2022 | PRN413956 | ||
| STEVEN KRAMER |
04/04/2024 | PRN80883 | ||
| BEN KRONISH |
11/25/2021 | PRN112981 | ||
| CLAIRE KUHAR |
03/21/2024 | PRN479728 | ||
| MICHAEL JAMES LABRIE |
08/13/2009 | PRN81675 | ||
| THOMAS E. LANDY |
12/10/2020 | PRN370779 | ||
| MARY BETH LANG |
01/29/2021 | PRN331421 | ||
| ERIN LARSON |
02/19/2024 | PRN476557 | ||
| LASALLE ST SECURITIES LLC |
07/07/2012 | AGN81984 | ||
| LAUBSCHER WEALTH MANAGEMENT LLC |
12/23/2024 | AGN504214 | ||
| MICHIEL CHRISTIAN LAUBSCHER |
12/23/2024 | PRN503917 | ||
| RICHARD D. LAVER |
09/23/2025 | PRN363260 | ||
| HARVEY E. LAZARUS |
01/30/2014 | PRN68450 | ||
| JACK M. LEADER |
02/24/2023 | PRN66008 | ||
| THE LEADERS GROUP INC |
07/20/2024 | AGN49672 | ||
| JENNIFER L. LEBEL |
01/31/2024 | PRR43987 | ||
| RICHARD PAUL LEBLANC |
02/11/2025 | PRN369666 | ||
| DONNA JANE LEE |
10/20/2023 | PRR163315 | ||
| JEAN S. LEE |
06/14/2016 | PRN268806 | ||
| STEPHEN B. LEITZELL |
04/20/2022 | PRN413797 | ||
| LENZ FINANCIAL GROUP INC |
06/11/2019 | AGN279185 | ||
| ROSARIO LENZO |
11/21/2015 | PRN194446 | ||
| ROBERT FULTON LEWIS |
01/04/2021 | PRN371619 | ||
| MARK LEYDEN |
06/10/2021 | PRN385411 | ||
| LIFESTYLE RETIREMENT SOLUTIONS LLC |
10/08/2015 | AGR192321 | ||
| TIAGO LIMA |
06/07/2024 | PRN486123 | ||
| LINSCO PRIVATE LEDGER INSURANCE ASSOCIATES INC |
10/11/2016 | AGN47580 | ||
| LION STREET FINANCIAL LLC |
07/11/2024 | AGN253104 | ||
| GREGORY ALAN LOPEZ |
05/22/2020 | PRN353883 | ||
| LPL FINANCIAL LLC |
07/13/2018 | AGN23010 | ||
| DANIEL L. LYCAN |
04/14/2023 | PRR78775 | ||
| MARSHA F. LYCAN |
04/18/2014 | PRR78774 | ||
| MARK L. MACLEOD |
03/29/2023 | PRN447687 | ||
| PAUL MADDEN |
08/10/2018 | PRN314531 | ||
| STEVEN BELA MAGYAR |
12/25/2018 | PRR261777 | ||
| PASKALIS MAKRIANNIS |
07/03/2024 | PRN342234 | ||
| ANGELA M. MALIS |
01/30/2020 | PRN348378 | ||
| DAVID J. MALONE |
01/28/2021 | PRN331459 | ||
| LISA MANFREDI |
04/22/2024 | PRN482117 | ||
| JUSTIN MANFREDO |
06/08/2016 | PRN269377 | ||
| MARSH & MCLENNAN AGENCY LLC |
02/24/2021 | AGN171044 | ||
| CARL MARSH |
01/17/2019 | PRR205370 | ||
| BERNARD H. MARX |
07/28/2023 | PRN191468 | ||
| JEFFREY R. MASON |
09/03/2023 | PRN462064 | ||
| LISA S. MASTERS |
08/30/2011 | PRR86947 | ||
| JEAN M. MATHIEU |
01/09/2021 | PRN372458 | ||
| RUTH M. MATT |
10/22/2021 | PRR23899 | ||
| MARK WALTER MAURER |
10/01/2022 | PRN145721 | ||
| MART G. MC CLELLAN |
09/28/2013 | PRN221091 | ||
| SEAN MICHAEL MCCABE |
09/27/2024 | PRN496807 | ||
| MICHAEL THOMAS MCCLELLAND |
04/22/2021 | PRN381074 | ||
| SEAN JOSEPH MCCLOSKEY |
03/10/2021 | PRN150611 | ||
| BRENYN CLARKE MCCONNELL |
04/13/2022 | PRN416025 | ||
| PHILLIP SHAUN MCDUFFEE |
11/09/2023 | PRN290750 | ||
| TIMOTHY JOHN MCGONAGLE |
08/02/2010 | PRR61501 | ||
| SCOTT R. MCHENRY |
11/07/2019 | PRN343652 | ||
| MATTHEW M. MCKENZIE |
01/23/2025 | PRN154942 | ||
| DIVAM MEHTA |
09/08/2018 | PRN253963 | ||
| NELLIE HONAN METHOT |
03/07/2017 | PRR283597 | ||
| RYAN J. MILLMAN |
12/29/2020 | PRN367024 | ||
| ALEXANDER I. MILLS |
01/31/2024 | PRR235507 | ||
| STEVEN MISDEA |
07/29/2025 | PRN181489 | ||
| MRIDULA MISHRA |
06/18/2022 | PRN330373 | ||
| MML INSURANCE AGENCY LLC |
06/09/2012 | AGN34945 | ||
| SYED J. MOHSIN |
08/14/2017 | PRN290021 | ||
| WILLIAM H. MONTAG |
10/24/2023 | PRN117404 | ||
| KIMBY LYNN MONTGOMERY |
11/08/2022 | PRN308513 | ||
| JOHN ANDREW MONTOYA |
03/01/2024 | PRN477822 | ||
| ROBERT JOSEPH MOODY |
12/05/2023 | PRN338244 | ||
| GREGORIO A. MORABITO |
07/19/2024 | PRN324586 | ||
| CYNTHIA E. MORRIS |
10/31/2023 | PRR79419 | ||
| TOBIN C. NADEAU |
05/03/2017 | PRN286431 | ||
| THOMAS FRANCIS NEE JR |
08/13/2009 | PRN81674 | ||
| BRYAN JON NELSON |
12/15/2021 | PRN406112 | ||
| NEW YORK LONG TERM CARE BROKERS LLC |
09/05/2012 | AGN173254 | ||
| JON L. NEWMAN |
10/17/2023 | PRN332585 | ||
| NATHAN S. NICHOLS |
12/04/2019 | PRR255368 | ||
| RICHARD M. NICKERSON |
08/30/2011 | PRR79684 | ||
| NORTH STAR RESOURCE GROUP INC |
05/04/2023 | AGN66652 | ||
| NORTHEAST PLANNING ASSOC INC |
04/20/2012 | AGN54618 | ||
| KENNETH RAYMOND NOTT |
02/14/2012 | PRR116128 | ||
| MARIANNE E. NOYES-RYDER |
10/29/2022 | PRN250429 | ||
| JASON M. O DELL |
11/26/2020 | PRN214535 | ||
| PHILIP MICHAEL O HEARN |
06/28/2010 | PRR38536 | ||
| RYAN CHRISTIAN O SHEA |
06/01/2016 | PRN210042 | ||
| OJM GROUP LLC |
11/26/2020 | AGN175087 | ||
| KATHIE J. OKUN |
01/14/2004 | PRN64685 | ||
| OSAIC WEALTH INC |
04/03/2023 | AGN31197 | ||
| SHANE G. OSMOND |
07/18/2025 | PRN521285 | ||
| THOMAS JOSEPH OUELLETTE |
04/27/2016 | PRN177291 | ||
| PEDRO ARTURO PALICIO |
09/01/2018 | PRN315916 | ||
| PANTHEON INVESTMENTS, |
01/07/2025 | AGN504897 | ||
| GEORGE T. PAPANIER |
07/11/2024 | PRN356533 | ||
| MARC N. PAQUETTE |
09/22/2021 | PRR79537 | ||
| PARK AVENUE SECURITIES LLC |
02/08/2005 | AGN65324 | ||
| TOMAS A. PARKS |
01/19/2021 | PRN372218 | ||
| TOMAS H. PARKS |
09/29/2020 | PRN362884 | ||
| ZACHARIAH B. PARRY |
02/01/2020 | PRN348306 | ||
| JOHN F. PASTORE |
01/01/2014 | PRN15875 | ||
| KERRY L. PEABODY |
02/25/2010 | PRR43793 | ||
| JOHN DENTON PERRINGS |
02/29/2024 | PRN477648 | ||
| CARL JAMES PETERSON |
06/28/2019 | PRN49013 | ||
| RYAN PETTI |
08/07/2024 | PRN491215 | ||
| PGY1 FINANCIAL SOLUTIONS CORP |
10/31/2023 | AGN445865 | ||
| DAVID TODD PHILLIPS |
05/03/2017 | PRN239301 | ||
| JAMES MICHAEL PIERCE |
02/08/2012 | PRR54486 | ||
| SAMANTHA ELIZABETH PIKE |
05/17/2022 | PRR404169 | ||
| GARY W. PINKERTON |
02/06/2020 | PRN348861 | ||
| SCOTTY S. PIRES |
07/11/2019 | PRN316975 | ||
| KIMBERLY V. PLACE |
11/10/2012 | PRN198224 | ||
| MARTIN EDWARD PLECINOGA |
09/11/2009 | PRN84107 | ||
| EVAN BENJAMIN POLLACK |
12/18/2020 | PRN371321 | ||
| JOSEPH P. POMBRIANT |
01/25/2024 | PRN75735 | ||
| NORMAND POULIN JR |
01/14/2004 | PRR43904 | ||
| BRANDON TERRY PREECE |
01/12/2021 | PRN372583 | ||
| PREFERRED PRODUCT NETWORK INC OF MAINE |
01/24/2006 | AGN19480 | ||
| KYLE T. PRESSON |
04/27/2017 | PRN286128 | ||
| RICHARD WAYNE PRESTON |
01/25/2015 | PRR37325 | ||
| PRW ASSOCIATES INSURANCE AGENCY, LLC |
12/27/2024 | AGN267595 | ||
| ROHIT PAUL PUNYANI |
03/06/2024 | PRN478178 | ||
| EDMUND J. QUIRION II |
06/08/2005 | PRR14640 | ||
| KEVIN DAVID RAFFERTY |
06/11/2019 | PRN332566 | ||
| NICHOLE D. RAFTOPOULOS |
09/28/2020 | PRN149947 | ||
| HOLLY N. REED |
04/17/2025 | PRN513181 | ||
| WADE LELAND REED |
12/18/2020 | PRN371412 | ||
| JOSHUA G. RENT |
01/20/2024 | PRR167603 | ||
| RICHARD ALAN RENWICK |
12/27/2024 | PRN267319 | ||
| WALTER C. REYNOLDS |
09/01/2010 | PRR109570 | ||
| RANDALL JON RICHARD |
03/25/2025 | PRR38229 | ||
| JACOB SCOTT RITTER |
11/09/2023 | PRN350149 | ||
| JAMES P. ROCHE |
03/15/2025 | PRN86525 | ||
| MICHAEL RODERIGUE |
08/17/2016 | PRR75915 | ||
| TIMOTHY PATRICK ROONEY |
02/08/2005 | PRN49187 | ||
| BRIAN T. ROSENBAUM |
12/15/2017 | PRN299853 | ||
| MICHAEL E. ROSENZWEIG |
06/15/2022 | PRN421055 | ||
| JAMES H. ROSS |
03/02/2016 | PRN222786 | ||
| MICHAEL STUART ROSS |
11/09/2001 | PRN79885 | ||
| MICHAEL C. ROTHROCK |
04/02/2024 | PRN480660 | ||
| RSC INSURANCE BROKERAGE INC |
07/13/2024 | AGN107012 | ||
| JASON ROY RUCKER |
04/07/2023 | PRN70193 | ||
| ROSS J. RUNFOLA |
01/13/2024 | PRN262402 | ||
| TODD M. SALAC |
07/27/2019 | PRN106836 | ||
| REBEKAH CAMPBELL SAMPLES |
01/25/2024 | PRN474843 | ||
| JOSEPH SANTORO JR |
01/24/2020 | PRN315859 | ||
| SAPERS AND WALLACK INSURANCE AGENCY |
01/16/2024 | AGN42443 | ||
| AVIVA E. SAPERS |
01/16/2024 | PRN22648 | ||
| COLTON JOHN SCHAFER |
12/07/2020 | PRN370499 | ||
| CRAIG J. SCHAFER |
12/08/2020 | PRN370509 | ||
| ADAM SCHLOSSBERG |
06/03/2022 | PRN299460 | ||
| RANDY S. SCHUSTER |
01/29/2015 | PRN244975 | ||
| SECURIAN FINANCIAL SERVICES INC |
02/05/2021 | AGN43013 | ||
| WESLEY R. SHARP |
02/05/2024 | PRN293191 | ||
| RYAN CLYDE SHAW |
01/02/2016 | PRR88033 | ||
| DOUGLAS EDWARD SHELTON |
04/06/2024 | PRN481099 | ||
| ADAM T. SHERMAN |
07/01/2016 | PRN177947 | ||
| ANDREW JAMES SIERGIEWICZ |
12/20/2024 | PRN344459 | ||
| ALAN MARSHALL SILVERMAN |
04/30/2021 | PRN142633 | ||
| MATTHEW THOMAS SIMARD |
01/24/2011 | PRR93495 | ||
| ROCCO M. SIMONE |
04/15/2022 | PRN234032 | ||
| ROBERT G. SIMONS |
11/15/2005 | PRN120194 | ||
| SIMPLICITY FINANCIAL DISTRIBUTORS INC |
01/14/2004 | AGN38551 | ||
| CRAIG R. SINGER |
03/14/2025 | PRN510179 | ||
| SLP INSURANCE LLC |
04/19/2025 | AGN408338 | ||
| DAVID SCOTT SMITH |
06/30/2022 | PRN422663 | ||
| EMORY JOSEPH SMITH |
02/19/2019 | PRN326293 | ||
| ADAM SMOLEN |
01/06/2021 | PRN167195 | ||
| THOMAS BERTRAND SNOW |
11/01/2006 | PRR39995 | ||
| DAVID S. SPELLMAN |
10/01/2015 | PRR16914 | ||
| JOHN J MARTIN SPILLANE |
01/01/2014 | PRN68446 | ||
| KENNETH STAFFORD |
02/27/2013 | PRR88405 | ||
| KIRK A. STAFFORD |
03/20/2021 | PRN378279 | ||
| KRISTOPHER STEGALL |
12/08/2023 | PRN467998 | ||
| ARIEL STERN |
10/17/2019 | PRN136584 | ||
| HERSH L. STERN |
05/29/2012 | PRN19406 | ||
| BRETT D. STEVENS |
07/29/2025 | PRN432448 | ||
| JANE STEVENS |
07/24/2019 | PRR208608 | ||
| LESLIE EARLE STEVENS |
12/06/2010 | PRR39289 | ||
| JOHN W. STEWART |
08/29/2018 | PRN220695 | ||
| ANDREW C. STICKNEY |
10/13/2016 | PRR52121 | ||
| AVERY JEFFREY STINE |
03/29/2024 | PRN480408 | ||
| JOSEPH STONE |
04/07/2016 | PRN59994 | ||
| BRETT T. STRAUB |
05/30/2017 | PRN102250 | ||
| WILLIAM STREET |
07/15/2020 | PRN356585 | ||
| TIMOTHY J. STREID |
09/28/2013 | PRN221088 | ||
| LUCAS STUART |
02/14/2011 | PRN137366 | ||
| PETER JOSEPH SULLIVAN |
09/02/2019 | PRN222495 | ||
| THOMAS T. SULLIVAN |
01/01/2014 | PRN37654 | ||
| RICHARD T. SWEET |
08/14/2013 | PRN214846 | ||
| MARION R. SYVERSEN |
05/11/2022 | PRR60958 | ||
| CURTIS W. TAYLOR |
01/27/2014 | PRN227987 | ||
| ZACHARY CHARLES TAYLOR |
11/27/2020 | PRR258679 | ||
| ROBERT PATRICK THOMAS |
04/10/2025 | PRN303116 | ||
| WILLIAM THOMAS |
11/11/2024 | PRN474888 | ||
| BRYAN SCOTT THOMPSON |
09/15/2025 | PRN474655 | ||
| RYAN BERRY TICKNER |
09/20/2013 | PRN152002 | ||
| JOHN TIDWELL |
06/21/2024 | PRN372085 | ||
| TPG FINANCIAL |
05/29/2018 | AGN155995 | ||
| JEFFREY M. TRACEY |
09/17/2016 | PRN156188 | ||
| GARY TREMPE |
12/21/2022 | PRN440139 | ||
| MICHAEL ROBERT TRENHOLM |
02/28/2013 | PRR32305 | ||
| SEAN TURNER |
08/17/2022 | PRN423778 | ||
| BYRON J. UDELL |
04/17/2018 | PRN45397 | ||
| UIG INC |
05/01/2014 | AGR123009 | ||
| VALLEY FORGE FINANCIAL GROUP INC |
05/28/2025 | AGN51878 | ||
| RAYMOND E. VERONEAU JR |
04/18/2022 | PRR22799 | ||
| BENJAMIN ELY VONDRAK |
12/15/2021 | PRN406125 | ||
| VOYA FINANCIAL ADVISORS INC |
10/03/2013 | AGN45587 | ||
| JACOB WALDMAN |
07/28/2018 | PRN313628 | ||
| VINCENT B. WALN |
07/30/2021 | PRN389888 | ||
| WILLIAM B. WALSH |
06/21/2017 | PRN191342 | ||
| QIAN WANG |
10/28/2022 | PRN435638 | ||
| RICHARD THOMAS WARREN |
07/29/2025 | PRN206301 | ||
| DAVID ROBERT WATERS |
07/17/2024 | PRN486783 | ||
| JOHN C. WATSON III |
07/03/2024 | PRN487388 | ||
| SAMUEL BRYAN WATSON |
07/25/2006 | PRN63533 | ||
| NICHOLAS R. WEIDMAN |
12/09/2020 | PRN370623 | ||
| HOWARD I. WEIN |
10/29/2010 | PRN183945 | ||
| SHERYL WEIN |
10/25/2019 | PRN257809 | ||
| JAY M. WEINBERG |
11/02/2023 | PRN443319 | ||
| JEFFREY S. WEINER |
12/11/2020 | PRN370791 | ||
| WELLS FARGO ADVISORS INSURANCE AGENCY LLC |
10/15/2015 | AGN61311 | ||
| WHITE COAT INSURANCE SERVICES |
08/06/2025 | AGN433262 | ||
| RYAN WILLETTE |
07/25/2019 | PRR197018 | ||
| THOMAS P. WILSON |
08/07/2018 | PRN314208 | ||
| DAVID WOLCOTT |
01/07/2025 | PRN504824 | ||
| CHRISTOPHER JOSEPH WOOD |
05/10/2019 | PRN207074 | ||
| GREGORY YOUNG |
04/05/2023 | PRN448327 | ||
| WALTER C. YOUNG |
03/06/2015 | PRN247241 | ||
| RODNEY A. ZABRISKIE |
10/13/2018 | PRN282454 | ||
| BAO KE ZHANG |
10/22/2022 | PRN417327 | ||
| MATTHEW ZIK |
02/06/2025 | PRN506649 | ||
| BENJAMIN J. ZIMBEL |
07/31/2018 | PRN313676 | ||
| JADEN ZUBAL |
02/06/2020 | PRN348854 |
| Description | Issue Date | Termination Date | Status |
|---|---|---|---|
| LIFE | 11/03/1999 | Active | |
| VARIABLE LIFE | 06/29/2021 | Active |
| Type | Contact |
|---|---|
| PRODUCER LICENSING CONTACT | VIRGINIA MCKAY VIRGINIA MCKAY EIGHT TOWER BRIDGE 11 TH FLOOR SUITE 1111 161 WASHINGTON ST STE 1111 CONSHOHOCKEN, PA 19428-2083 Phone: +1 (215) 956-8000 Email: clr-producerserviceteam@pennmutual.com |
| SERVICE OF PROCESS | CT CORPORATION SYSTEM 3 CHASE AVE AUGUSTA, ME 04330-4525 Phone: +1 (855) 316-8944 Email: info@ctadvantage.com |
License/Disciplinary Action
None.
GENERAL INFORMATION
NAIC Information
National Producer Number (NPN)
An active license/permit may still be subject to limitations and restrictions as a result of disciplinary action imposed. Please contact the specific licensing board about specific disciplinary actions.
Date: 10/24/2025 05:30:02 PM
