Broker Check


Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.

We have individuals licensed to sell insurance products in the following jurisdictions: NY

California Insurance Licensing:
Patrick Underwood, domiciled in NY, California Insurance Lic. #5090056

David Schmidl, domiciled in NY, California Insurance Lic. #4974757

We also have individuals licensed in the following jurisdictions:
Alaska, Arizona, California, Colorado, Florida, Hawaii, Illinois, Maine, Massachusetts, Michigan,  New Mexico, New York, North Carolina, Ohio, Pennsylvania, Texas, and Utah