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CRS and Licenses

With combined education in financial services and in-depth knowledge of the ever-changing insurance industry landscape, we can help to provide you with solutions for your unique situation.


We have representatives licensed to sell insurance products in the following jurisdictions: CA, CO, CT, FL, IL, IN, MA, ME, NC, NH, NJ, NY, PA, SD, VA, WV


William DiCristofaro, domiciled in CT, California Insurance License #0B16081


We have representatives registered to offer securities in the following jurisdictions: CA, CO, CT, FL, HI, IL, MA, MD, ME, MN, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, VA, WV


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