DEPARTMENT OF INSURANCE
Course Attendance Information
PR00173: Affordable-Success-FirstChoice-ClienTell CE
Experior Provider Number: S10544 
Provider Type: Independent
Certification Date: 3/15/1993

Address: 2 Corporate Plaza Drive
Suite 100
Newport Beach, CA 92660
Contact: Patti Cooley
Telephone: 949-706-9453 EXT. 105
Status: Active
Termination Date: N/A
View Instructors

Course Attendees
Course Name :  Trusts and Transfer Techniques
DOI IDNameCompletion Date Compliance Date
382967 McGraw, Janice Wethington 05/28/2021 05/31/2021
998061 Lindsey, Sallie Joann 08/20/2020 08/31/2020
352569 Anderson, Timothy Carl 08/19/2020 08/31/2020
771706 Powell, Christinia Lavelle 07/31/2020 07/31/2020
328635 Ham, Patricia Lee 07/22/2020 07/31/2020
820753 Johnson, Tiara 07/06/2020 07/31/2020
393801 Smith, Michael Huntley 05/28/2020 05/31/2020
389600 Christensen-Plavchan, Deborah Lynn 04/23/2020 01/31/2022
535013 Langley, Jason Garrick 12/28/2019 12/31/2019
847507 Overtoom, Harry 11/22/2019 11/30/2019
584599 Clark, Tammy Smith 07/06/2019 11/30/2020
972520 Morris, Redemption 05/10/2019 04/30/2019
323391 Thompson, David James 04/26/2019 06/30/2019
383713 Bell, John 03/23/2019 04/30/2019
377208 Ward, Eric A 03/04/2019 03/31/2019
377929 Parker, John Garrett 02/08/2019 05/31/2019
367342 Bennett, Walter D 02/06/2019 05/31/2019
610986 Sparks, Timothy Jon 01/26/2019 04/30/2019
575411 Henderson, Michael Lewis 01/20/2019 08/31/2019
556266 Wells, Kimberly Dawn 11/27/2018 11/30/2018
872391 Miller, Stephen C 10/07/2018 11/30/2018
784647 Granacher, Phillip Garner 09/30/2018 09/30/2018
374789 Wainscott, Gregory Mark 09/20/2018 09/30/2018
303078 McLain, Donnie Ray 09/20/2018 11/30/2018
346595 Pruetz, Laura Kelly 08/27/2018 08/31/2018
306121 Larue, Robert Benjamin 08/01/2018 08/31/2018
320444 Davis, Diane M 07/26/2018 01/31/2020
338334 Hesen, Doris Reker 07/23/2018 07/31/2018
562219 Hansen, Diane Lynn 07/16/2018 10/31/2018
328635 Ham, Patricia Lee 07/02/2018 07/31/2018
634050 Wright, Collier 06/28/2018 06/30/2018
826581 Bramlage, Charles D 04/29/2018 04/30/2018
835917 Marshall, Leticia D 04/16/2018 05/31/2018
768935 Stewart, Wendy Grace 03/27/2018 05/31/2018
340929 Downs, William A 12/30/2017 04/30/2018
714780 Ludwig, Charles 11/11/2017 12/31/2017
788738 Dixon, Leroy 08/29/2017 08/31/2017
913363 Rogg, David Charles 08/10/2017 10/31/2017
885669 Korthauer, Kristen 07/18/2017 07/31/2017
657529 Lay, Donna Lorrine 07/08/2017 09/30/2017
664508 Tomlinson, Leanna Louise 07/02/2017 07/31/2017
334372 Shipp, James Leroy 06/26/2017 07/31/2017
389600 Christensen-Plavchan, Deborah Lynn 06/23/2017 01/31/2018
522980 Lutz, Tonya Anne 06/21/2017 07/31/2017
307757 Sutton, James Daniel 06/05/2017 06/30/2017
507789 Lutes, Danny Ray 04/29/2017 04/30/2017
323391 Thompson, David James 04/22/2017 06/30/2017
354597 Clark, Charles Philip 03/18/2017 04/30/2017
375684 Vanaman, Patricia Ann 03/01/2017 03/31/2017
666705 Phipps, Christina Annette 02/06/2017 08/31/2017
557703 Brown, Eric Franklin 01/29/2017 01/31/2017
661262 Coles, Paul Jarrod 01/18/2017 10/31/2017
355162 Downs, Linda Catherine 01/06/2017 01/31/2017
750974 Lopez, Alice Elizabeth 10/26/2016 10/31/2016
841171 Cherry, Tracy M 10/18/2016 10/31/2016
365859 Vallentine, Diahanna Marie 10/17/2016 10/31/2016
562219 Hansen, Diane Lynn 10/07/2016 10/31/2016
784647 Granacher, Phillip Garner 09/30/2016 09/30/2016
304037 Hatcher, James C 09/28/2016 09/30/2016
367789 Vanarsdall, Michael A 09/17/2016 09/30/2016
352569 Anderson, Timothy Carl 07/31/2016 08/31/2016
872391 Miller, Stephen C 07/31/2016 11/30/2016
778277 Zink, Joseph M 06/24/2016 06/30/2016
353280 Blick, Ineta F 06/14/2016 10/31/2016
544883 Matney, Jason Landon 05/30/2016 05/31/2016
682000 Schrage, Thomas Arthur 05/27/2016 05/31/2016
304056 Slusher, Libby Smith 05/21/2016 07/31/2016
392335 Slusher, James Ed 05/21/2016 05/31/2016
826581 Bramlage, Charles D 04/28/2016 04/30/2016
365483 Jordan, Corey Alan 04/08/2016 07/31/2016
571037 Shields, Chiquita 02/28/2016 03/31/2016
316654 Blair, Cordell Lee 01/23/2016 03/31/2016
533492 Pagan, Josue Daniel 12/28/2015 01/31/2016
642370 Henley, James Roger 11/08/2015 11/30/2015
816324 Upham, Charmaine 08/22/2015 08/31/2015
502989 Hawkins, Douglas Trent 07/23/2015 07/31/2015
358301 Durr, Wilbert 07/12/2015 07/31/2015
575411 Henderson, Michael Lewis 06/29/2015 08/31/2015
327744 Rosenthal, Stanley B 05/28/2015 06/30/2015
382967 McGraw, Janice Wethington 05/07/2015 05/31/2015
326338 Niece, Christopher Scott 04/01/2015 04/30/2015
559327 Clark, Charles R 02/20/2015 11/30/2015
335174 Roth, Charles Clifford 02/19/2015 04/30/2015
333475 Craig, Neil Kenton 02/12/2015 01/31/2017
610986 Sparks, Timothy Jon 01/23/2015 04/30/2015
661262 Coles, Paul Jarrod 01/22/2015 10/31/2015
604131 Schriefer, Jeffrey C 01/20/2015 04/30/2016
509673 Banta, Kathy J. 01/12/2015 10/31/2015
311821 Sims, Kathleen Bethge 12/26/2014 05/31/2016
638398 Osborne, Farrell Steven 09/30/2014 02/28/2014
373313 Lewis, Darlene Rae 09/28/2014 09/30/2014
535835 Bryant, Jodie Lynn 09/25/2014 12/31/2014
758519 Cuthrell, Mark Wayne 09/24/2014 10/31/2014
507588 Jerles, Kimberlee D 09/14/2014 09/30/2014
389600 Christensen-Plavchan, Deborah Lynn 07/26/2014 01/31/2016
711629 Calvert, Jason Bryce 07/14/2014 08/31/2014
371742 Feinauer, Michael Lee 06/29/2014 09/30/2014
518326 Akin, John Kyle 05/10/2014 05/31/2014
745281 Smith, Lisa Hollingsworth 04/13/2014 04/30/2014
353302 Cherry, Jerry Monroe 04/09/2014 05/31/2014
368131 Gordon, Neely Thompson 04/03/2014 06/30/2014
350104 Davis, Daniel E 03/27/2014 04/30/2014
316654 Blair, Cordell Lee 03/16/2014 03/31/2014
348244 Wells, Gerald A 03/08/2014 03/31/2014
314636 Skaggs, Gregory L 01/30/2014 01/31/2014
518244 Diorio, Michael Edward 01/26/2014 01/31/2014
644559 Morgan, Robert Stuart 01/17/2014 03/31/2014
801111 Macklin, Mark Anthony 12/19/2013 08/31/2014
331918 Estes, Mark Allen 10/18/2013 11/30/2013
387242 Cooley, Dan F 09/26/2013 11/30/2013
372511 Sims, Michael Ray 09/24/2013 09/30/2013
719788 Warren, Nathan Neil 09/19/2013 10/31/2013
306280 Yochim, Imelda L 09/17/2013 09/30/2013
518326 Akin, John Kyle 06/28/2006 06/30/2006
507466 Brace, Shawn Phillip 06/28/2006 06/30/2006
325012 Pittard, Charles Kent 06/27/2006 06/30/2006
389852 Tinsley, Anthony L 06/22/2006 06/30/2006
341824 Nichols, Tony Ryan 06/09/2006 06/30/2006
384973 Sneed, Richard Matthew 06/08/2006 06/30/2006
344674 Kindred, Robert Edward 06/06/2006 06/30/2006
362032 Weber, Larry Todd 06/02/2006 06/30/2006
590320 Callaway, Arthur Joseph 05/11/2006 06/30/2006
352569 Anderson, Timothy Carl 05/09/2006 06/30/2006
340929 Downs, William A 04/24/2006 06/30/2006
393148 Rutherford, Charles Ellis 07/22/2004 06/30/2006
327879 Hill, Jane Dunlap 06/16/2004 06/30/2006

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