black and white state seal

DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE

SOFI INSURANCE AGENCY LLC

NON-RESIDENT PRODUCER AGENCY

License Number:
AGN275435
Status:
First Licensure:
09/21/2016
Cancel Date:
None
Renewal Date:
04/01/2027

Street Location:
2750 E COTTONWOOD PKWY STE 300
COTTONWOOD HEIGHTS, UT 84121-7285
Mailing:
234 1ST ST
SAN FRANCISCO, CA 94105-2624
Phone:
+1 (415) 549-0496
Fax:
+1 (415) 549-0496
Email:
licensing@sofi.org

History

License Type Start Date End Date
NON-RESIDENT PRODUCER AGENCY 01/29/2020 04/01/2027
*** NOT ACTIVE *** 01/15/2019 01/28/2020
NON-RESIDENT PRODUCER AGENCY 09/21/2016 01/14/2019

Employer

Name Issue Date License Number Expiration Date Cancel Date
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA
06/06/2023 LHF846
AMICA LIFE INSURANCE COMPANY
08/25/2023 LHF896
BRISTOL WEST INSURANCE COMPANY
12/18/2024 PCF78370
FIDELITY SECURITY LIFE INSURANCE COMPANY
12/16/2020 LHF972 05/11/2023
FIDELITY SECURITY LIFE INSURANCE COMPANY
05/16/2023 LHF972
FOREMOST INSURANCE COMPANY GRAND RAPIDS, MICHIGAN
12/18/2024 PCF445
GEICO CASUALTY COMPANY
11/06/2025 PCF971
GEICO GENERAL INSURANCE COMPANY
11/06/2025 PCF823
GEICO INDEMNITY COMPANY
11/06/2025 PCF423
GOVERNMENT EMPLOYEES INSURANCE COMPANY
11/06/2025 PCF451
INTEGON PREFERRED INSURANCE COMPANY
03/17/2025 PCF873
NATIONWIDE MUTUAL INSURANCE COMPANY
01/08/2025 PCF32
PROGRESSIVE NORTHERN INSURANCE COMPANY
05/07/2025 PCF51006
PROGRESSIVE NORTHWESTERN INSURANCE COMPANY
05/07/2025 PCF27738
PROTECTIVE LIFE INSURANCE COMPANY
09/26/2016 LHF888 01/15/2019
S.USA LIFE INSURANCE COMPANY INC
09/25/2023 LHF48161

Affiliated Agent

Name Issue Date License Number Expiration Date Cancel Date
DYLAN RAI CARBALLO
09/04/2025 PRN525168
MELISSA ANN CORONA
12/18/2024 PRN503220
CHRISTIAN ANTHONY ELIZONDO
09/16/2025 PRN526819
DANIEL GOLDSTEIN
11/14/2023 PRN403542
SAMUEL BURTON LAWSON
05/28/2025 PRN414561
CHRISTIAN PAUL MARINO
09/11/2025 PRN375858
NATHAN WONG
02/06/2025 PRN290020

Branch Office

None.

Supervised Entity

None.

Responsible Individual

Name License Number
DANIEL GOLDSTEIN PRN403542

License/Disciplinary Action

None.

GENERAL INFORMATION

NAIC Information

National Producer Number (NPN):
18113900

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: 12/27/2025 05:25:05 AM