Search → INTEGRITY LIFE INSURANCE COMPANY
DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE
INTEGRITY LIFE INSURANCE COMPANY
INSURANCE COMPANY
License Number:
LHF262166
Status:
First Licensure:
12/28/2015
Cancel Date:
None
Renewal Date:
08/10/2025
NAIC Code:
Street Location:
JILL TRIPP MCGRUDER PRESIDENT
400 BROADWAY ST
CINCINNATI, OH 45202-3312
400 BROADWAY ST
CINCINNATI, OH 45202-3312
Mailing:
BENJAMIN S. KUEBBING
400 BROADWAY ST
CINCINNATI, OH 45202-3312
400 BROADWAY ST
CINCINNATI, OH 45202-3312
Phone:
+1 (513) 629-1800
Fax:
+1 (513) 357-4161
Email:
compacctgrp@westernsouthernlife.com
| License Type | Start Date | End Date |
|---|---|---|
| INSURANCE COMPANY | 12/28/2015 | 08/10/2025 |
| Name | Issue Date | License Number | Expiration Date | Cancel Date |
|---|---|---|---|---|
| 3 MARK FINANCIAL-TEXAS INC |
08/01/2024 | AGN46215 | ||
| ACRIMOUNT, LLC |
06/26/2024 | AGN366729 | ||
| BRIAN ADAMS |
01/12/2023 | PRN252575 | ||
| CARL ANDREW ADKINS |
01/26/2017 | PRN257701 | ||
| ADVISOR NET FINANCIAL INC |
09/17/2024 | AGN130476 | ||
| ADVISOR SHARE LLC |
05/23/2022 | AGN401594 | ||
| ADVISORS EXCEL LLC |
07/19/2024 | AGN187564 | ||
| AEGIS CAPITAL CORP |
08/16/2024 | AGN412941 | ||
| AEGIS FINANCIAL LLC |
09/19/2023 | AGN112657 | ||
| NAVEED ADAM AHMADY |
03/17/2023 | PRR204007 | ||
| JACK DUANE AIKEN |
01/11/2021 | PRN205534 | ||
| RONDI K. ALBRECHT |
05/07/2018 | PRN306541 | ||
| ALLEGIS ADVISOR GROUP |
08/10/2017 | AGN178395 | ||
| STEPHANIE ALPER-LISI |
03/07/2024 | PRN139714 | ||
| ALPINE BROKERAGE NORTH LLC |
10/14/2023 | AGN440135 | ||
| NEIL ALTIERI |
09/21/2021 | PRN389404 | ||
| CAROL MARIE ALVAREZ |
02/23/2024 | PRN213191 | ||
| AMERICAN SENIOR BENEFITS LLC |
03/20/2025 | AGN82564 | ||
| AMERIPRISE FINANCIAL SERVICES LLC |
10/01/2020 | AGN55156 | ||
| ANNUITY MARKETING SERVICES, LLC |
04/22/2025 | AGN300212 | ||
| TRACY J. ANTONY |
06/10/2021 | PRN214903 | ||
| APPLIED GENERAL AGENCY LLC |
06/11/2024 | AGN155534 | ||
| DEREK E. ARCHEY |
04/25/2024 | PRN286858 | ||
| JACOB A. ARNOLD |
09/23/2022 | PRN427809 | ||
| HERU ASARAMO |
10/12/2020 | PRN344333 | ||
| ASH BROKERAGE LLC |
12/01/2020 | AGN56161 | ||
| ASSURANCE GROUP LLC |
08/09/2024 | AGN115368 | ||
| AVANTAX INSURANCE AGENCY LLC |
04/06/2023 | AGN64706 | ||
| THE AYCO SERVICES AGENCY LP |
03/16/2021 | AGN41213 | ||
| B RILEY WEALTH MANAGEMENT INC |
07/21/2022 | AGN141295 | ||
| BENJAMIN JOSEPH BAILEY |
12/13/2024 | PRN503286 | ||
| SANDRA ANN BAILEY |
01/26/2023 | PRR43962 | ||
| ROBERT BAKER |
06/10/2021 | PRN260589 | ||
| JOHN A. BALDI |
11/26/2022 | PRN429198 | ||
| JONATHAN TYLER BARTH |
03/10/2020 | PRN348313 | ||
| BEACON POINTE INS SERVICES LLC |
11/19/2022 | AGN226889 | ||
| ROBERT ANDREW BEATTY |
12/20/2024 | PRN215401 | ||
| ADAM CHRISTOPHER BECK |
08/10/2023 | PRN425574 | ||
| MICHAEL WILLIAM BECK |
11/08/2022 | PRN46539 | ||
| BEDROCK FINANCIAL SERVICES LLC |
01/27/2021 | AGN235400 | ||
| LAUREN BELL |
06/03/2024 | PRN484915 | ||
| OMAR BENMANSOUR |
06/11/2021 | PRN263069 | ||
| SAMUEL BERGER |
06/20/2024 | PRN486847 | ||
| BERSON SOKOL AGENCY INC |
01/19/2023 | AGN61338 | ||
| AKILAH BILITY |
12/26/2018 | PRN120991 | ||
| BILL BONK INS INC |
11/06/2020 | AGN252295 | ||
| NATALIE KRISTEN BIRCHARD |
06/11/2024 | PRN147877 | ||
| STEWART BIRO |
08/27/2019 | PRN320557 | ||
| BLUEPRINT INCOME LLC |
07/21/2021 | AGN247449 | ||
| WILLIAM F. BONK JR |
11/06/2020 | PRN240638 | ||
| DOUGLAS BRIGMAN |
03/09/2023 | PRN436337 | ||
| BROADVIEW INSURANCE AGENCY, LLC |
05/09/2023 | AGN166979 | ||
| BROKERS CHOICE OF AMERICA INC |
02/04/2023 | AGN54989 | ||
| BROKERS INTERNATIONAL LLC |
07/09/2022 | AGN57682 | ||
| BROKERS SERVICE MARKETING GROUP II LLC |
12/29/2023 | AGN67265 | ||
| OLIVIA BROWNELL |
09/19/2024 | PRN492026 | ||
| WILLIAM M. BROWNING III |
09/29/2020 | PRR143443 | ||
| MATTHEW BRUNNER |
12/26/2018 | PRN323189 | ||
| ANNIE BURNS |
09/20/2024 | PRN494236 | ||
| BRENDAN BYRNE |
07/22/2024 | PRN290547 | ||
| C2P ADVISORY GROUP LLC |
04/28/2022 | AGN187891 | ||
| CALTON & ASSOC INC |
08/25/2023 | AGN207282 | ||
| STEPHEN CAMPBELL |
10/16/2020 | PRN347599 | ||
| MARJORIE ELLEN CANTIN |
07/22/2021 | PRN109168 | ||
| GARY FRANCIS CAPPON |
12/16/2022 | PRN332842 | ||
| DOMINIC M. CAPUTO |
05/17/2024 | PRN278505 | ||
| MATTHEW ROBERT CAREY |
02/25/2020 | PRN235802 | ||
| CENTURION PRIVATE CAPITAL LLC |
09/03/2022 | AGN392328 | ||
| CETERA ADVISOR NETWORKS LLC |
02/09/2018 | AGN26604 | ||
| CHARLES SCHWAB & CO INC |
06/09/2021 | AGN39750 | ||
| MACKENZIE JAMES CHRYSTAL |
10/25/2023 | PRN319592 | ||
| CIADS AGENCY, INC. |
07/18/2023 | AGN90251 | ||
| MICHAEL P. CLARK |
11/15/2021 | PRR96165 | ||
| COASTAL INSURANCE CONSULTING, LLC |
11/29/2021 | AGN364680 | ||
| JOHN L. COGAN |
01/18/2024 | PRN99831 | ||
| COMPREHENSIVE PLANNING INC |
04/25/2024 | AGN111339 | ||
| CORE INCOME ADVISORS LLC |
05/17/2024 | AGN263062 | ||
| GREGORY JAMES CRUPI |
08/11/2022 | PRR177822 | ||
| CSFG INSURANCE AGENCY INC |
08/09/2024 | AGN170257 | ||
| JANENE RUTH CULMO |
03/17/2022 | PRN408501 | ||
| CUNA BROKERAGE SERVICES INC |
06/29/2020 | AGN192457 | ||
| MATTHEW ALLEN CYR |
09/01/2021 | PRR180474 | ||
| D A DAVIDSON & CO INC GREAT FALLS |
10/20/2023 | AGN140236 | ||
| RYAN WILLIAM D ANTONIO |
10/09/2024 | PRN197039 | ||
| ANDREA JEAN D'AOUST |
11/18/2022 | PRN79862 | ||
| ANGELA DAWN DALY |
10/21/2024 | PRN498776 | ||
| ROBERT DALY |
12/26/2018 | PRN322956 | ||
| DONALD KEITH DAVENPORT |
03/26/2021 | PRN279211 | ||
| ROGER L. DAVENPORT II |
09/05/2023 | PRN438482 | ||
| ROBERT LOUIS DAVIDSON |
09/27/2023 | PRN443092 | ||
| ANTHONY PERRY DE SANTIS |
09/26/2023 | PRN354915 | ||
| RICARDO DIAZ |
05/03/2021 | PRN378998 | ||
| PATRICK DINUZZO |
11/07/2024 | PRN499671 | ||
| TIMOTHY J. DONA |
11/13/2024 | PRN282623 | ||
| GEORGE V. DONATELLO |
10/30/2017 | PRN14197 | ||
| DPL FINANCIAL PARTNERS LLC |
03/23/2020 | AGN305357 | ||
| WALTON WAYNE DRIGGERS JR |
12/07/2021 | PRN285356 | ||
| E4 INSURANCE SERVICES LLC |
01/14/2023 | AGN285780 | ||
| EAGLE SHADOW FINANCIAL LLC |
09/29/2023 | AGN443898 | ||
| ELITE ASSURANCE TEAM LLC |
05/30/2022 | AGN376531 | ||
| JONATHAN G. ENGLERT |
06/11/2021 | PRN214961 | ||
| FARM AND FAMILY INS ASSOC INC |
04/05/2024 | AGN172853 | ||
| JOHN WILLIAM FELTON IV |
04/11/2024 | PRN56548 | ||
| FIRST AMERICAN INSURANCE UNDERWRITERS LLC |
04/05/2024 | AGN77260 | ||
| FIRST DOWN FINANCIAL INC., |
11/20/2023 | AGN404662 | ||
| JORDAN RAE FLOREY |
06/11/2021 | PRN370314 | ||
| TIMOTHY P. FOLEY |
05/17/2024 | PRN262899 | ||
| DANIEL M. FONTAINE |
06/11/2021 | PRN300040 | ||
| DONALD EUGENE FORTNEY |
06/01/2023 | PRN211378 | ||
| MELODY A. FOTI |
12/01/2021 | PRN72961 | ||
| FOUNDATIONAL INCOME ASSOCIATES LIMITED LIABILITY COMPANY |
05/20/2024 | AGN426792 | ||
| KEVIN D. FRANK |
01/13/2022 | PRN141542 | ||
| CLIFFORD KENT FREUNDT |
10/01/2022 | PRN57076 | ||
| SEAN M. GALLUP |
01/24/2022 | PRN95478 | ||
| GBS INSURANCE AND FINANCIAL SERVICES INC |
04/27/2022 | AGN92665 | ||
| RONALD A. GELOK JR |
11/01/2022 | PRN207926 | ||
| JOSEPH LAWRENCE GERARD |
09/15/2022 | PRN376181 | ||
| GERBER LIFE AGENCY LLC |
01/26/2024 | AGN118395 | ||
| SEAN JOSEPH GIROUX |
02/08/2024 | PRN386447 | ||
| STEVEN DANA GOODWIN |
09/25/2023 | PRN113407 | ||
| REBECCA M. GORDON |
03/06/2025 | PRN188717 | ||
| BROOKE TAYLOR GRAY |
12/11/2023 | PRN374045 | ||
| GREAT VALLEY ADVISOR GROUP INC |
02/14/2023 | AGN420093 | ||
| ERRIN KEITH GREENE |
05/25/2023 | PRN252262 | ||
| PAUL DOUGLAS GRINSTEINNER |
07/11/2024 | PRN372415 | ||
| GROVE POINT INVESTMENTS LLC |
07/06/2023 | AGN199668 | ||
| ADRIANA GUEZ |
10/04/2024 | PRN130606 | ||
| EVAN HAIRE |
06/23/2023 | PRN377290 | ||
| HALO INVESTING INSURANCE SERVICES, LLC |
09/01/2022 | AGN377392 | ||
| JAILYN ANN HARRISON |
11/21/2024 | PRN501264 | ||
| SHAUN HAWKINS |
07/03/2024 | PRR199598 | ||
| BERNARD HEIGL |
11/30/2022 | PRN252218 | ||
| SCOTT EDWARD HEINILA |
05/10/2024 | PRN466187 | ||
| PETER HELTZEL |
10/02/2024 | PRN496856 | ||
| STEVEN D. HENEY |
04/11/2025 | PRN488766 | ||
| RYAN SCOTT HICKEY |
03/10/2023 | PRN377311 | ||
| THE HILB GROUP OF NEW YORK LLC |
02/09/2024 | AGN260336 | ||
| RICHARD STAFFORD HILL |
11/06/2020 | PRR1940 | ||
| ROBERT WALTER HOCK |
08/25/2020 | PRN44607 | ||
| CEDRIC HOLLAND |
03/09/2023 | PRN437101 | ||
| MATTHEW J. HOLMBECK |
01/15/2022 | PRN280272 | ||
| THE HOTALING GROUP INC |
11/13/2023 | AGN370200 | ||
| ROBERT M. HOTALING |
11/13/2023 | PRN99878 | ||
| DILLON HUDSON |
10/15/2020 | PRN337461 | ||
| PATRICIA F. HUDSON |
10/19/2022 | PRN429899 | ||
| HUELER INVESTMENT SERVICES INC |
03/29/2018 | AGN87972 | ||
| IMPACT PARTNERSHIP LLC |
06/27/2023 | AGN191126 | ||
| INDEPENDENCE FINANCIAL GROUP LTD |
06/10/2022 | AGN289004 | ||
| INNOVATION PARTNERS LLC |
12/17/2020 | AGN261690 | ||
| INSURANCE AGENCY MARKETING SERVICES INC |
03/26/2024 | AGN40374 | ||
| IP FINANCIAL ADVISORY SERVICES LLC |
03/16/2023 | AGN350983 | ||
| CYNTHIA ISENHOFF |
11/04/2022 | PRN435542 | ||
| JACK SCHROEDER & ASSOCIATES LLC |
10/27/2023 | AGN166699 | ||
| JORDAN JACKSON |
03/24/2025 | PRN412395 | ||
| JJAVERY INC |
11/14/2023 | AGN458465 | ||
| PATRICIA L. JOLINE |
07/10/2024 | PRN31303 | ||
| ANGELA JONES |
09/18/2024 | PRN495054 | ||
| CHRISTOPHER JOHN JONES |
12/01/2020 | PRN47325 | ||
| WILLIE EDDIE JONES |
05/05/2020 | PRN351629 | ||
| K1 STRATEGIES, LLC |
05/19/2023 | AGN342625 | ||
| KAFL SERVICES, LLC |
02/09/2022 | AGN72350 | ||
| DEBORAH KAHN |
10/28/2022 | PRN432666 | ||
| SAMUEL ADAMS KANY |
05/05/2023 | PRR414839 | ||
| MEGAN KENNEDY |
12/12/2023 | PRN244532 | ||
| KEYCORP INSURANCE AGENCY USA INC |
09/04/2018 | AGN98784 | ||
| BRADFORD MILES KIMBALL |
08/07/2024 | PRN49975 | ||
| KME INSURANCE BROKERAGE LLC |
04/11/2025 | AGN406910 | ||
| JAMES A. KOMOSZEWSKI |
09/17/2021 | PRN270434 | ||
| JAMIE KOSHAREK |
01/09/2024 | PRN363001 | ||
| JEFFREY M. KRONSCHNABL |
06/11/2021 | PRN158209 | ||
| ROBERT F. LABONTE |
05/16/2023 | PRN26596 | ||
| NEIL J. LAJEUNESSE |
01/12/2024 | PRN473878 | ||
| MICHAEL J. LALLY |
10/27/2022 | PRN237772 | ||
| TANYA L. LAPOINTE |
06/20/2023 | PRR102910 | ||
| LARRY GORDON AGENCY INC DIVISION OF LARRY GORDON ASSOC INC |
10/16/2021 | AGN61249 | ||
| STEPHEN RAY LEAVITT |
03/09/2018 | PRR8843 | ||
| LEGACY MARKETING GROUP |
07/22/2021 | AGN38459 | ||
| WARREN S. LEIBOWITZ |
07/31/2018 | PRN134392 | ||
| JESSICA G. LENIHAN |
10/17/2022 | PRN390697 | ||
| LENZ FINANCIAL GROUP INC |
06/03/2021 | AGN279185 | ||
| LIFE BROKERAGE, LLC |
11/03/2023 | AGN379114 | ||
| LOCKTON AFFINITY LLC |
02/17/2023 | AGN31845 | ||
| LPL ENTERPRISE, LLC |
11/12/2024 | AGN481034 | ||
| LPL FINANCIAL LLC |
08/26/2023 | AGN23010 | ||
| DARIN W. LUCAS |
09/19/2023 | PRN52946 | ||
| NERIAH JEAN LUCAS |
06/29/2022 | PRN415627 | ||
| MICHAEL ROBERT LYETH |
02/16/2021 | PRN50597 | ||
| MAGELLAN FINANCIAL & INSURANCE SERVICES, LLC |
03/17/2022 | AGN109651 | ||
| PETER MAHER |
09/04/2019 | PRN189113 | ||
| MICHAEL ANTHONY MARANTO II |
04/22/2025 | PRN324156 | ||
| THE MARKETING ALLIANCE INC |
12/22/2017 | AGN79754 | ||
| RYAN CECIL MARQUEZ |
05/25/2023 | PRN449366 | ||
| COURTNEY JANEA MASON |
12/12/2023 | PRN446756 | ||
| GREGORY ALLAN MCCORMICK |
03/21/2025 | PRN509965 | ||
| MATTHEW ROBERT MCCURLEY |
06/11/2021 | PRN371430 | ||
| KEVIN J. MCDERMOTT |
12/02/2022 | PRN251628 | ||
| DANIEL WILLIAM MCDONALD |
05/23/2022 | PRN357375 | ||
| MATTHEW HUME MCKAY |
05/20/2024 | PRN483846 | ||
| MORGAN CAROLINE MCKINNEY |
11/30/2020 | PRN362764 | ||
| AUDREY PAMELA MCQUILLAN |
09/20/2024 | PRN495043 | ||
| HENRY JAMES MERCHANT |
07/12/2017 | PRN190167 | ||
| MERIT INSURANCE SERVICES, LLC |
09/19/2022 | AGN54378 | ||
| CRAIG ALLAN MERKT |
08/25/2023 | PRN414455 | ||
| BARRY S. METZGER |
02/11/2025 | PRN491305 | ||
| CAROL ANN MILLER |
05/23/2023 | PRN136474 | ||
| TODD MILLS |
10/24/2023 | PRR41163 | ||
| MILNER FINANCIAL, LLC |
06/02/2021 | AGN47607 | ||
| SEIXAS G. MILNER III |
10/04/2017 | PRN148649 | ||
| LAUREN SCHULTZ MITCHELL |
04/01/2021 | PRN283976 | ||
| KIMBERLEY JORDAN MONDONEDO |
04/10/2017 | PRR174328 | ||
| MONEY CONCEPTS INTERNATIONAL INC |
12/12/2022 | AGN138561 | ||
| DANIEL EDWARD MORGAN |
05/28/2021 | PRN377018 | ||
| DEANNA I. MOSS |
03/28/2017 | PRN281389 | ||
| VINCENT MUNNO |
11/15/2024 | PRN104743 | ||
| MUTUAL OF OMAHA MARKETING CORPORATION |
04/15/2025 | AGN31225 | ||
| MUTUAL SECURITIES INC OF CALIFORNIA |
03/20/2024 | AGN200407 | ||
| FREDRICK JAY NADEAU JR |
06/14/2018 | PRR186503 | ||
| NATIONS FINANCIAL GROUP, INC. |
11/19/2024 | AGN336825 | ||
| NEW YORK LONG TERM CARE BROKERS LLC |
05/23/2022 | AGN173254 | ||
| NEXT FINANCIAL INS SERVICES CO |
12/07/2022 | AGN200931 | ||
| JAMES C. NICKENS |
04/18/2024 | PRN439375 | ||
| JACOB OAKES |
12/11/2023 | PRN437097 | ||
| MICHAEL C. OAKLEY |
01/06/2023 | PRN186450 | ||
| JOHN P. OBERLANDER |
10/24/2019 | PRN276348 | ||
| OCI SOLUTIONS LLC |
09/03/2024 | AGN472701 | ||
| STEPHEN W. ODOM JR |
06/27/2023 | PRN190940 | ||
| DAVID H. OLSEN |
11/19/2024 | PRN501170 | ||
| CHARLES M. OLSON |
09/03/2024 | PRN472579 | ||
| KEVIN W. OLSON |
08/18/2023 | PRN457132 | ||
| OPTIMIZED INSURANCE PLANNING LLC |
11/01/2023 | AGN467277 | ||
| OSAIC WEALTH INC |
01/29/2024 | AGN31197 | ||
| ANTHONY R. OWEN |
09/29/2023 | PRN443793 | ||
| MICHELLE IRENE PARK |
04/02/2025 | PRN249425 | ||
| DANA S. PELKEY |
10/10/2023 | PRR68654 | ||
| DANIEL E. PETERSON |
01/14/2023 | PRN100530 | ||
| PIMSCO, INC. |
10/17/2022 | AGN418639 | ||
| LYNDA LOUISE PITTS |
07/22/2021 | PRN38460 | ||
| SHAWN RYAN PLUMMER |
06/07/2023 | PRN398206 | ||
| HEATHER CAMERON POOLE |
11/21/2018 | PRR9555 | ||
| PREMIER BROKERAGE SERVICES INC |
02/23/2019 | AGN97705 | ||
| PREMIER LIFE & ANNUITIES LLC |
08/12/2022 | AGN261429 | ||
| NICK PRESTON |
09/04/2024 | PRN493022 | ||
| ERIC PROCTOR |
01/31/2024 | PRN210792 | ||
| THE PRODUCERS CHOICE LLC |
11/06/2020 | AGN226322 | ||
| THE PRODUCERS GROUP |
10/01/2022 | AGN58048 | ||
| WILLIAM HENRY PROPPER III |
08/01/2024 | PRN233509 | ||
| PRUDENTIAL INS AGENCY LLC |
10/15/2019 | AGN121102 | ||
| ROCHELLE MARIE PURDY |
06/11/2021 | PRN372550 | ||
| NICHOLE D. RAFTOPOULOS |
09/12/2023 | PRN149947 | ||
| PANAYIOTIS RAGIAS |
09/13/2022 | PRN428706 | ||
| NICHOLAS O CONNELL RAKIS |
08/16/2024 | PRN491643 | ||
| AARON RAMSEY |
05/02/2023 | PRN444390 | ||
| NANETTE B. REDIKER |
08/21/2023 | PRN416751 | ||
| REGIS FINANCIAL PARTNERS, LLC |
02/27/2024 | AGN159556 | ||
| NICOLE ANN REX |
07/01/2024 | PRN392366 | ||
| CHAD M. REYNOLDS |
11/09/2023 | PRN155633 | ||
| MATTHEW M. REYNOLDS |
10/17/2023 | PRN384940 | ||
| JOSEPH RHEE |
06/10/2021 | PRN243825 | ||
| DOUGLAS H. RICCITELLI |
11/28/2017 | PRN248485 | ||
| BRYON EARL RICE |
03/17/2022 | PRN107200 | ||
| MARCUS BRYANT RICHARDSON |
07/10/2024 | PRN183292 | ||
| GREGORY SCOTT RINE |
08/29/2022 | PRN420662 | ||
| DOMINICK J. RIOLO |
11/08/2021 | PRN143404 | ||
| MICAH JAY ROBERGE |
02/21/2024 | PRR143701 | ||
| KEVIN A. ROBINSON |
12/22/2017 | PRR101139 | ||
| TODD ROBISON |
02/15/2024 | PRN153983 | ||
| JAMES P. ROCHE |
08/16/2022 | PRN86525 | ||
| SEAN A. ROGERS |
06/28/2023 | PRN179604 | ||
| JACE ROSENBLUTH |
09/19/2022 | PRN54377 | ||
| ROBERT ALLEN ROSENTHAL |
07/17/2024 | PRN484987 | ||
| MICHELLE ROUSH |
06/11/2021 | PRN357122 | ||
| MARK EDWARD ROWLETTE |
11/03/2021 | PRN151733 | ||
| SAFE MONEY INNOVATORS, INC |
04/02/2025 | AGN499907 | ||
| SAN BLAS SECURITIES, LLC |
10/17/2024 | AGN370153 | ||
| SANTANDER SECURITIES LLC |
11/09/2022 | AGN242444 | ||
| CAMRYN SCHABLEIN |
08/16/2024 | PRN491641 | ||
| CHRISTOPHER DEAN SCHEIMER |
05/19/2023 | PRN261683 | ||
| KATIE SCHNEIDER |
03/26/2025 | PRN510225 | ||
| MATTHEW ROBERT SCHULTZ |
07/12/2024 | PRN302889 | ||
| LOGAN SCHUSTER |
07/23/2024 | PRN489325 | ||
| JOHN E. SCHUYLER |
04/16/2019 | PRN319327 | ||
| EDUARD SCHWARZ |
10/17/2024 | PRN441335 | ||
| EMILY SCHWARZ |
10/04/2017 | PRN190168 | ||
| MICHAEL D. SENKIER |
08/28/2024 | PRN152807 | ||
| EDWARD LEE SHACKELFORD |
08/09/2024 | PRN24933 | ||
| STEVEN SHANNON |
08/15/2022 | PRN425081 | ||
| THOMAS E. SHUPE JR |
07/12/2021 | PRR388017 | ||
| JASON SIEBERT |
11/14/2023 | PRN458298 | ||
| SIGNAL ADVISORS INSURANCE LLC |
01/07/2023 | AGN329048 | ||
| SIMPLICITY FINANCIAL DISTRIBUTORS INC |
08/12/2022 | AGN38551 | ||
| SIMPLICITY FINANCIAL MARKETING INC |
10/05/2021 | AGN48782 | ||
| ALEXIS SIMS |
12/04/2024 | PRN502058 | ||
| PETER R. SKELTON |
02/09/2022 | PRN246600 | ||
| WILLIAM F. SLATTERY JR |
02/09/2018 | PRN83432 | ||
| STANLEY ROBERT SMILEY |
04/29/2022 | PRN98535 | ||
| BRUCE DAVID SMITH |
12/01/2020 | PRN335880 | ||
| GARY RUSSELL SMITH |
07/27/2022 | PRR37831 | ||
| MATTHEW JOEL SMITH |
06/10/2021 | PRN199940 | ||
| RACHEL TRACY SMITH |
06/12/2023 | PRN386219 | ||
| SOUND INCOME ACADEMY, LLC |
05/18/2022 | AGN193064 | ||
| DANIEL SPARTA |
12/03/2022 | PRN220776 | ||
| JOHN STEPHENS |
10/20/2021 | PRN360080 | ||
| ARIEL STERN |
02/06/2017 | PRN136584 | ||
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC |
06/04/2024 | AGN170153 | ||
| TODD JEFFREY STEWART |
07/09/2022 | PRN203462 | ||
| MICHAEL G. STRAFFORD |
02/16/2022 | PRN169272 | ||
| RONALD B. SUSSMAN |
02/26/2024 | PRN45716 | ||
| JAMES ARTHUR SWEENEY |
03/20/2025 | PRN201985 | ||
| BAHRAM TALAIFAR |
04/26/2024 | PRN134188 | ||
| TD WEALTH MANAGEMENT SERVICES INC |
03/09/2023 | AGN168720 | ||
| MICHAEL D. TESSLER |
10/15/2024 | PRN275160 | ||
| THOMPSON AGENCY INC |
07/16/2024 | AGN8833 | ||
| THRIVE FINANCIAL LLC |
08/12/2022 | AGR351547 | ||
| JACOB TRACY |
01/16/2025 | PRN505630 | ||
| TRUCHOICE FINANCIAL GROUP, LLC |
06/08/2020 | AGN306153 | ||
| DANIEL JAMES TUCKER |
09/11/2024 | PRR22498 | ||
| EDWARD J. TURRISI |
12/15/2023 | PRR469891 | ||
| U S MARKETING CORPORATION |
06/01/2023 | AGN258657 | ||
| URL INC |
06/20/2018 | AGN221252 | ||
| DANIELLE A. VALLEAU |
11/01/2019 | PRR334514 | ||
| VANBRIDGE INSURANCE SOLUTIONS CORP |
10/18/2023 | AGN54247 | ||
| ROBERT M. VANDY |
12/03/2022 | PRN377339 | ||
| GARY VICTORSON |
11/25/2024 | PRN82581 | ||
| JUSTIN VIDOVICH |
08/26/2024 | PRN492041 | ||
| JEFFREY F. VIVACQUA |
09/23/2021 | PRN356663 | ||
| MELISSA VOLSKY |
09/15/2023 | PRN458602 | ||
| THOMAS JOSEPH VORENBERG |
12/17/2020 | PRN326581 | ||
| NICHOLAS VORHOLT |
11/08/2023 | PRN455757 | ||
| NICHOLAS WALKER |
03/20/2025 | PRN510468 | ||
| MARTHA L. WARREN |
04/01/2025 | PRN348676 | ||
| STEVEN MARSON WASHBURN |
07/13/2023 | PRN455370 | ||
| ADAM WASMUND |
10/27/2023 | PRN412205 | ||
| LARELLE T. WATSON |
02/01/2024 | PRN107118 | ||
| WELLS FARGO WEALTH BROKERAGE INS AGENCY LLC |
04/09/2025 | AGN84772 | ||
| SCOTT ALLEN WHEELER |
03/28/2017 | PRN280303 | ||
| CHRISTIAN EUGENE WHITE |
08/13/2019 | PRR36740 | ||
| MATTHEW WILHELM |
11/01/2023 | PRN465143 | ||
| DEBORAH MADELINE ANNE WILLIAMSON |
09/06/2023 | PRN458872 | ||
| ANTHONY MICHAEL WILSON |
07/09/2022 | PRN325191 | ||
| JEANI T. WINTERBOURNE |
06/04/2024 | PRN418401 | ||
| BRODERICK JAMES WOLF |
12/11/2023 | PRN269434 | ||
| ROBERT YURGALEWICZ |
10/14/2020 | PRN344741 | ||
| MATTHEW E. ZAGULA |
09/03/2022 | PRN165263 | ||
| PETER J. ZINNEN |
07/16/2024 | PRN184189 |
| Description | Issue Date | Termination Date | Status |
|---|---|---|---|
| LIFE | 12/28/2015 | Active | |
| VARIABLE ANNUITY | 12/28/2015 | Active |
| Type | Contact |
|---|---|
| PRODUCER LICENSING CONTACT | SARAH JO PLUCKER WRIGHT SARAH JO PLUCKER WRIGHT PO BOX 5720 CINCINNATI, OH 45201-5720 Phone: +1 (513) 362-8258 Fax: +1 (513) 362-8335 Email: appointmentrenewals@wsfgrp.com |
| SERVICE OF PROCESS | CT CORPORATION SYSTEM 128 STATE ST # 3 AUGUSTA, ME 04330-5630 Phone: +1 (855) 316-8944 Email: info@ctadvantage.com |
License/Disciplinary Action
None.
GENERAL INFORMATION
NAIC Information
National Producer Number (NPN)
| Phone Number | Type |
|---|---|
| +1 (513) 357-4089 | Office |
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: 05/13/2025 06:27:32 AM
