black and white state seal

DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE

LEE & MASON FINANCIAL SERVICES INC

NON-RESIDENT PRODUCER AGENCY

License Number:
AGN47168
Status:
First Licensure:
10/09/1996
Cancel Date:
None
Renewal Date:
04/01/2027

Street Location:
719 STATE HIGHWAY 30
NORTHVILLE, NY 12134-3475
Mailing:
PO BOX 270
NORTHVILLE, NY 12134-0270
Phone:
+1 (518) 863-4311
Email:
amorgan@leeandmason.com

History

License Type Start Date End Date
NON-RESIDENT PRODUCER AGENCY 10/09/1996 04/01/2027

Alias, DBA or Trade Name

Name
J.T. MILLER COMPANY
MATTERHORN FINANCIAL SERVICES INC

Employer

Name Issue Date License Number Expiration Date Cancel Date
AMERICAN MODERN HOME INSURANCE COMPANY
12/17/2007 PCF808 06/16/2021
AMERICAN NATIONAL PROPERTY AND CASUALTY COMPANY
04/28/2016 PCF124704
ARCH INSURANCE COMPANY
09/28/2005 PCF62719 07/25/2018
GREAT AMERICAN ASSURANCE COMPANY
11/05/2001 PCF702
GREAT AMERICAN INSURANCE COMPANY
11/05/2001 PCF764
INTEGON NATIONAL INSURANCE COMPANY
12/07/2016 PCF310
NATIONAL CASUALTY COMPANY
10/23/2007 PCF85
OHIO INDEMNITY COMPANY
10/09/1996 PCF31777
SCOTTSDALE INDEMNITY COMPANY
10/23/2007 PCF61167
SECURIAN CASUALTY COMPANY
03/09/2010 PCF144513
TRANSAMERICA CASUALTY INSURANCE COMPANY
12/04/2014 PCF50669 03/02/2020
TRANSAMERICA LIFE INSURANCE COMPANY
10/01/2020 LHF726
TRANSAMERICA PREMIER LIFE INSURANCE COMPANY
07/06/2005 LHF825 10/01/2020
TWIN CITY FIRE INSURANCE COMPANY
07/09/2001 PCF963 04/24/2023

Affiliated Agent

Name Issue Date License Number Expiration Date Cancel Date
LINDA SHARON BLECHMAN-BUSCH
05/01/2003 PRN94606
DANIEL DIRK MILLER
01/27/2022 PRN327229
CRAIG ANTHONY VERMOST
04/05/2017 PRN203801

Branch Office

Name Issue Date License Number Expiration Date Cancel Date
LEE & MASON FINANCIAL SERVICES INC (FARMINGTON CT)
05/18/2017 BRN287130

Supervised Entity

None.

Responsible Individual

Name License Number
CRAIG ANTHONY VERMOST PRN203801

License/Disciplinary Action

None.

GENERAL INFORMATION

NAIC Information

National Producer Number (NPN):
964268

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: 06/27/2025 12:27:18 AM