INSURANCE

We have individuals licensed to sell insurance products in the following jurisdictions: AZ, CA, CO, CT, FL, GA, IL, KS, MD, MA, MI, MN, NJ, NC, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA

SECURITIES

We have individuals registered to offer securities in the following jurisdictions: AL, AZ, CA, CO, CT, FL, GA, IA, IN, KY, LA, MD, ME, MO, NC, NJ, NV, NY, OH, OK, PA, PR, SC, TN, TX, VA, VT, WA, WI, WV

California Licensee

Howard Bienenfeld | CA Insurance License # 0A66710 | Domiciled in FL
Jenna Bienenfeld | CA insurance License # 0H70626 | Domiciled in NJ Shir keidan mcgettigan | CA Insurance License # 0N04941 | Domiciled in FL Jacalyn Murray | CA Insurance License # 0A92722 | Domiciled in FL
Craig Novek | CA insurance License # 0I85626 | Domiciled in FL
Mitchell Starr | CA insurance License # 0E56538 | Domiciled in FL 

AWARD Disclosures

*NAPA Top Women Advisors 2021 - Established in 2015, nominations from the list were provided by napa broker-dealer/ria firm partners.  Nominees had to be women, had to be retirement plan advisors with their own book of business.  Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. Within the group of top women advisors, those who were principals, owners or team captains of their organizations were designated as “captains.”  The list is created and conducted by the national association of plan advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance.  In 2021, 500 nominations were Received, 273 applications, from which 51 captains, 50 all-stars and 33 rising stars were chosen.

**2021 NAPA’s Top Plan Advisors under 40 - Established in 2014, this list - officially the Napa Top Retirement Plan Advisors under 40, a.k.a. “aces” - is based on applications received from nominees designated by Napa broker-dealer/ria firm partners.  Those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “aces" are widely seen as the future leaders of the retirement plan advisor industry.  No fee is charged to participate. The rating is not indicative of the nominee’s future performance.  In 2021, 501 nominations were received, 258 applications, and 100 were selected.