Broker Check

Licenses

Our Financial Services Representatives combine their education in financial services with their 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.

Our offices and representatives are licensed to sell insurance products and securities in the following jurisdictions:

 

John Shoro CRD # 4446965 is licensed to sell securities in the following states: Connecticut, Georgia, Maine, Maryland, Massachusetts, New Hampshire, New York, North Dakota, Rhode Island, Vermont, and Virginia, and is licensed to offer insurance in Massachusetts.

MA Insurance License # 1783636

 

Mike Brockelman CRD # 4086386 is licensed to sell securities in the following states: California, Connecticut, Florida, Maine, Maryland, Massachusetts, New Hampshire, New York, Rhode Island, Vermont, and Virginia, and is licensed to offer insurance in Massachusetts.

MA Insurance License # 1766425

 

Chris Mehne CRD # 4447865 is licensed to sell securities in the following states: Arizona, Connecticut, Florida, Massachusetts, New York, Rhode Island, and Vermont.

 

Helen Urbanovitch CRD # 4598524 is licensed to sell securities in the following states: Colorado, Massachusetts, and Ohio, and is licensed to offer insurance in Massachusetts.

MA Insurance License # 1870275

 

We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

CRN201809-205358