License & Securities

Our dedication to your financial well-being extends across state lines, as we offer virtual services to clients in every state where we hold licenses, which offers you access and support regardless of location. 

Our team is registered and licensed to offer the following services in these jurisdictions

Insurance

We have individuals registered to offer insurance in the following jurisdictions: 

Arkansas, Arizona, California, Colorado, Florida, Georgia, Illinois, Kansas, Kentucky, Louisiana, Maryland, Missouri, North Carolina, Oklahoma, South Carolina, Texas

Securities

We have individuals registered to offer insurance in the following jurisdictions:

Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Massachusetts, Maryland, Michigan, Mississippi, Missouri, Nebraska, New Hampshire, New Mexico, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, Wisconsin

Bill Greer, Domiciled in Oklahoma, AR Insurance License# 12663849

Marcie Linduff Plumbtree, Domiciled in Oklahoma, AR Insurance License #8477018, CA Insurance License# 4125922

Mike McCall, Domiciled in Oklahoma, AR Insurance License #6063531, CA Insurance License# 0L04953