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 :  Suitability Best Practices
DOI IDNameCompletion Date Compliance Date
327273 Jernigan, Donnie L 04/23/2021 05/31/2021
523663 Hennig, Robert Ronald 03/17/2021 03/31/2021
312125 Daniels, Meshorn Tyrone 01/13/2021 01/31/2021
577466 Denny, Patricia Ann 12/18/2020 12/31/2020
1064912 Webber, April Mae 12/04/2020 12/31/2020
392233 Cobb, John Buford 11/24/2020 12/31/2020
805322 Corbett, Elizabeth Irene 06/24/2020 12/31/2020
886105 Reffner, Chelsea L 06/12/2020 05/31/2020
348359 Srofe, Mark Garner 04/21/2020 04/30/2020
845134 Abner, Vickie Lynn 04/15/2020 04/30/2020
807750 Chism, James Robert 03/09/2020 03/31/2020
923437 Luckett, Keevon Jerel Maurice 01/19/2020 09/30/2019
643950 Denny, Jermaine D Quan 10/30/2019 10/31/2019
521598 Frye, Thomas Wesley 10/11/2019 10/31/2019
1005103 Maddox, Trey L 08/24/2019 08/31/2019
554694 Behymer, Randy Lynn 08/14/2019 08/31/2019
825572 Downing, Daniel J 08/14/2019 09/30/2019
535365 Denny, James Anthony 08/07/2019 08/31/2019
327273 Jernigan, Donnie L 05/23/2019 05/31/2019
652097 Board-Grant, Kim E 04/26/2019 04/30/2019
783738 Rawlings, Dominique Lashan 04/23/2019 04/30/2019
787239 Morgan-Saunders, Valerie Margaret 04/20/2019 03/31/2019
853963 Schmitt, Robert Edward 04/17/2019 06/30/2019
510944 Russo, Joseph Allen 03/30/2019 03/31/2019
506093 Nelson, Roger Gene 03/28/2019 03/31/2019
641793 Luter, Blanche L 03/27/2019 03/31/2019
373875 Green, Mark Anthony 03/14/2019 03/31/2019
326338 Niece, Christopher Scott 03/02/2019 04/30/2019
377274 Szaks, Ronald L 02/19/2019 04/30/2019
557703 Brown, Eric Franklin 01/30/2019 01/31/2019
631313 Johnson, Clifford L 01/09/2019 07/31/2019
336750 Saunders, Larry David 12/30/2018 12/31/2018
577466 Denny, Patricia Ann 12/05/2018 12/31/2018
338997 Williams, Gary Lee 11/14/2018 11/30/2018
863563 Abell, Kristen Elizabeth 11/13/2018 07/31/2018
705284 Seeger, Edward Paul 09/28/2018 12/31/2018
578564 Patton, Byron Van 09/19/2018 09/30/2018
330159 Knapp, Steven Francis 09/18/2018 09/30/2018
382427 Parel, Nenita Valdez 08/28/2018 08/31/2018
380196 Frymire, John M 08/21/2018 08/31/2018
386769 Kilburn, Brenda K 08/03/2018 09/30/2018
771706 Powell, Christinia Lavelle 07/31/2018 07/31/2018
850664 Weaver-Conyers, Leigh A 06/28/2018 06/30/2018
372674 Mitchell, Patricia Elaine 05/19/2018 04/30/2018
842144 Van Horne, Jolene C 04/28/2018 04/30/2018
654682 Burke, John Donovan 04/13/2018 06/30/2018
828647 Clemons, Jordan Seth 04/11/2018 06/30/2018
932209 Maynard, Tiffany 03/09/2018 03/31/2018
324166 Jarvis, James R 03/05/2018 04/30/2018
845134 Abner, Vickie Lynn 03/05/2018 04/30/2018
698593 Balderson, Allen 01/02/2018 01/31/2018
917109 Hager, Crystal Gayle 12/27/2017 12/31/2017
837680 Taylor, Michele Renee 12/03/2017 12/31/2017
671110 Bohannon, Joseph Allan 09/28/2017 09/30/2017
311821 Sims, Kathleen Bethge 09/09/2017 05/31/2018
533617 Berardi, Mary Carmela 08/24/2017 08/31/2017
359140 Wright, David Wayne 08/03/2017 08/31/2017
769576 Britt, Joslin Louise 04/26/2017 02/28/2017
524986 Miller, David Carl 04/22/2017 05/31/2017
901083 Schrand, James Roger 02/17/2017 02/28/2017
325012 Pittard, Charles Kent 02/12/2017 02/28/2017
557703 Brown, Eric Franklin 01/29/2017 01/31/2017
392233 Cobb, John Buford 12/04/2016 12/31/2016
669493 Storm, Heather 11/30/2016 11/30/2016
315305 Laskey, Paul Cowles 10/20/2016 03/31/2018
379417 Billings, David Eugene 09/28/2016 09/30/2016
382025 Parel, Allen 09/28/2016 09/30/2016
727739 Packard, David L 08/24/2016 08/31/2016
304105 Hay, Jeffrey A 08/24/2016 10/31/2016
667728 Stephens, Mark Joseph 08/14/2016 09/30/2016
781776 Hensley, Terrence Jay 08/13/2016 08/31/2016
701746 Rossi, Cathy C 07/27/2016 09/30/2016
822152 Puckett, Michael Warren 07/19/2016 07/31/2016
757981 Hoskins, Lindsey 05/26/2016 05/31/2016
844984 Klein, Jonathan Paul 05/18/2016 06/30/2016
546936 Childress, James Kevin 05/14/2016 08/31/2016
522634 Keller, Laura Beth 05/06/2016 05/31/2016
365089 Kinduell, Timothy Ross 05/06/2016 07/31/2016
867285 Carroll, David Emerson 04/26/2016 04/30/2016
386769 Kilburn, Brenda K 04/12/2016 09/30/2016
350104 Davis, Daniel E 04/01/2016 04/30/2016
324166 Jarvis, James R 03/26/2016 04/30/2016
657796 Reed, John Boyd 03/15/2016 03/31/2016
807750 Chism, James Robert 03/12/2016 03/31/2016
356932 Shaughnessy, Paul K 02/11/2016 02/29/2016
345918 Erion, Michael Ferdinand 01/26/2016 03/31/2016
781221 Perry, Shari Ann 01/25/2016 10/31/2015
356883 Orcutt, Timothy Scott 01/25/2016 12/31/2017
377790 Stillwagon, John Bradley 01/06/2016 01/31/2016
688882 Hutcheson, Lyman Lanier 01/05/2016 01/31/2016
330136 Hart, William David 12/11/2015 12/31/2015
698593 Balderson, Allen 12/09/2015 01/31/2016
837680 Taylor, Michele Renee 12/02/2015 12/31/2015
853963 Schmitt, Robert Edward 12/02/2015 06/30/2017
320710 Cooper, Mary Lisa 11/23/2015 01/31/2016
616082 Holland, Bradley D. 11/06/2015 08/31/2015
314036 Martin, Jane N 09/20/2015 09/30/2015
517711 Brown, Stacey Lynn 07/31/2015 07/31/2015
672881 Brake, Bryan Robert 07/27/2015 06/30/2015
635500 Philpot, Michelle D 07/22/2015 12/31/2015
506093 Nelson, Roger Gene 07/17/2015 03/31/2015
575411 Henderson, Michael Lewis 06/29/2015 08/31/2015
327744 Rosenthal, Stanley B 05/28/2015 06/30/2015
630291 Zents, James Clair 05/07/2015 08/31/2015
717503 Graham, Dorothy D 04/13/2015 07/31/2015
323391 Thompson, David James 04/08/2015 06/30/2015
766528 Helton, Tammy 03/31/2015 03/31/2015
326338 Niece, Christopher Scott 03/31/2015 04/30/2015
666705 Phipps, Christina Annette 03/31/2015 08/31/2015
383280 Hardin, Kenneth Warner 03/29/2015 03/31/2015
781591 Headley, Gertrude M 03/27/2015 03/31/2015
334675 Wigand, Nancy Susan 02/25/2015 02/29/2016
631313 Johnson, Clifford L 02/10/2015 07/31/2015
392015 Robinson, William T 01/14/2015 05/31/2016
762575 Fielder, Anette Joslyn 01/05/2015 04/30/2015
586884 Reverman, Julia Marie 12/30/2014 12/31/2014
621912 Ahmay, Elizabeth Ann 12/26/2014 02/28/2015
338997 Williams, Gary Lee 11/14/2014 11/30/2014
630312 Wilt, Lisa Chalene 11/13/2014 11/30/2014
537075 Geisler, James Orin 10/14/2014 10/31/2014
750974 Lopez, Alice Elizabeth 10/09/2014 10/31/2014
564054 Pruitt, Chad Matthew 09/28/2014 09/30/2014
667728 Stephens, Mark Joseph 09/22/2014 09/30/2014
578564 Patton, Byron Van 09/16/2014 09/30/2014
319363 Baker, Mack Burnett 09/05/2014 02/28/2015
691498 Glazier, Geoffrey Gordon 08/23/2014 07/31/2013
382427 Parel, Nenita Valdez 08/21/2014 08/31/2014
391292 Diehl, Charles W 07/31/2014 09/30/2014
679126 Turner, Griffin Wayne 07/14/2014 09/30/2013
381387 Brown, Jack W 06/02/2014 07/31/2014
369551 Crumes, Allan Laird 05/26/2014 11/30/2014
731141 Dickerson, Nathan Francis 05/25/2014 12/31/2014
674206 Neel, Daniel 05/06/2014 06/30/2014
324166 Jarvis, James R 03/18/2014 04/30/2014
679910 Bowman, Amy Dale 02/19/2014 03/31/2014
377790 Stillwagon, John Bradley 01/14/2014 01/31/2014
386942 Glaubinger, Alan 01/10/2014 11/30/2014
761814 Carver, Mattie B 01/03/2014 02/28/2013
330136 Hart, William David 12/30/2013 12/31/2013
777441 Trischler, Joseph 12/10/2013 12/31/2013
341010 Demoss, Sonia K 12/09/2013 01/31/2014
544648 Jones, Shirley Ann 12/08/2013 11/30/2013
356203 Thomas, Kenneth Eugene 11/16/2013 11/30/2014
366463 Wilson, Ronald Edward 11/16/2013 11/30/2013
540670 Emerson, Wendell Stewart 10/31/2013 10/31/2013
781221 Perry, Shari Ann 10/29/2013 10/31/2013
777189 Henderson, Lisa Marie 10/28/2013 10/31/2013
372511 Sims, Michael Ray 09/18/2013 09/30/2013
687077 Ward, Megan Danielle 08/05/2013 09/30/2013
720637 Didier, Paul Francis 07/08/2013 04/30/2015
622624 Bosway, Mary Lynn 05/21/2013 10/31/2013
674334 Gooden, Christopher Ryan 05/05/2013 05/31/2013
666705 Phipps, Christina Annette 04/20/2013 08/31/2013
609788 Vandt, Marilyn Faye 04/02/2013 07/31/2014
657527 Grogan, Julie K 03/24/2013 04/30/2013
305055 Davis, Johnathon Thomas 03/19/2013 03/31/2013
573093 Owen, Mickey Dean 03/15/2013 05/31/2013
636391 Schultz, Teri Lynn 03/12/2013 04/30/2013
631313 Johnson, Clifford L 03/03/2013 07/31/2013
325012 Pittard, Charles Kent 02/26/2013 02/28/2013
305294 Shamburger, William Boman 02/22/2013 02/28/2013
575411 Henderson, Michael Lewis 02/15/2013 08/31/2013
354586 Pruetz, Brent Matthew 02/05/2013 02/28/2013
621912 Ahmay, Elizabeth Ann 01/19/2013 02/28/2013
311821 Sims, Kathleen Bethge 12/28/2012 05/31/2014
586884 Reverman, Julia Marie 12/21/2012 12/31/2012
723477 Smith, Wesley Kenneth 12/15/2012 12/31/2012
349025 Mings, Dean Elmo 11/15/2012 08/31/2013
338997 Williams, Gary Lee 10/31/2012 11/30/2012
564054 Pruitt, Chad Matthew 10/11/2012 09/30/2012
634619 Gambalie, Salvatore 10/05/2012 10/31/2012
378638 Wilson, Patricia J 09/12/2012 09/30/2012
383713 Bell, John 08/28/2012 04/30/2013
506286 Foley, David Anthony 08/27/2012 09/30/2012
391184 Gossom, Richard Durand 08/21/2012 10/31/2012
667728 Stephens, Mark Joseph 08/15/2012 09/30/2012
554611 Ronald, Samuel H 07/23/2012 10/31/2012
511418 Howard, Clinton 07/20/2012 12/31/2012
363369 Reneau, James Martel 07/16/2012 09/30/2012
308869 Williams, John Wayne 07/14/2012 09/30/2012
581482 Honeycutt, Derrick Earl 07/13/2012 09/30/2012
381387 Brown, Jack W 07/10/2012 07/31/2012
512177 Schumacher, Shannon Horan 07/06/2012 08/31/2012
322085 Thompson, Tina M 06/14/2012 06/30/2012
539819 Skinner, Zenobia Middleton 06/01/2012 06/30/2012
612706 Vandt, Maurice Edward 05/06/2012 12/31/2013
719188 Long, David 04/24/2012 05/31/2012
563762 Oliver, Linda Fay 04/16/2012 12/31/2012
743278 Graves, Linda 04/01/2012 08/31/2013
535376 Akins, Mary Alice 03/30/2012 05/31/2012
324166 Jarvis, James R 03/16/2012 04/30/2012
747405 Findley, William LeeRoy 03/13/2012 03/31/2012
361342 George, Allan Sylvestor 03/08/2012 03/31/2012
517319 Grau, Susie H 03/08/2012 03/31/2012
355484 Jackson, Nancy Reneau 03/07/2012 03/31/2012
518326 Akin, John Kyle 03/05/2012 05/31/2012
392015 Robinson, William T 03/05/2012 05/31/2012
319332 Watson, Douglas T 02/28/2012 02/29/2012
700549 Mooney, Julie Darlene 02/21/2012 02/29/2012
533492 Pagan, Josue Daniel 02/07/2012 01/31/2014
679910 Bowman, Amy Dale 02/04/2012 03/31/2012
513802 Thomas, David Allyn 01/27/2012 01/31/2012
335732 Brown, William Travis 01/25/2012 10/31/2013
616906 Ritzi, Rhonda Kay 01/24/2012 03/31/2012
688882 Hutcheson, Lyman Lanier 01/19/2012 01/31/2012
635500 Philpot, Michelle D 01/06/2012 12/31/2013
324618 Lintner, Jonathan Watson 12/27/2011 09/30/2012
310647 Smith, John W 12/24/2011 02/29/2012
670776 Gollner, James Andrew 11/28/2011 06/30/2012
375750 Wright, Rickie L 11/22/2011 11/30/2011
372654 Abell, Michelle M 11/22/2011 11/30/2011
642370 Henley, James Roger 11/08/2011 11/30/2011
521598 Frye, Thomas Wesley 10/31/2011 10/31/2011
386266 Yocum, Susan V 10/28/2011 12/31/2011
619121 Addessi, Deborah McGregor 10/25/2011 10/31/2011
347690 Smallwood, Mark D 10/22/2011 10/31/2011
328140 Conn, Christopher Cline 10/22/2011 10/31/2011
544648 Jones, Shirley Ann 10/16/2011 11/30/2011
540670 Emerson, Wendell Stewart 10/16/2011 10/31/2011
379802 Hourigan, Thomas Joseph 10/12/2011 10/31/2011
387242 Cooley, Dan F 10/11/2011 11/30/2011
736075 Jackey, Steven R 10/11/2011 10/31/2011
585500 Davis, Donna Sue 09/28/2011 09/30/2011
507242 Sullivan, James Scott 09/28/2011 09/30/2011
520237 Crabtree, David Timothy 09/25/2011 09/30/2011
386163 Russell, Ronald M 09/21/2011 12/31/2011
345792 Funaro, Nicholas Anthony 09/20/2011 11/30/2011
623155 Le Veque, Paul N 09/19/2011 10/31/2011
356883 Orcutt, Timothy Scott 09/19/2011 12/31/2011
348965 Neubauer, Eldred L 09/14/2011 09/30/2011
730363 Kennicott, Thomas R 09/12/2011 08/31/2011
345918 Erion, Michael Ferdinand 09/10/2011 03/31/2012
371742 Feinauer, Michael Lee 09/01/2011 09/30/2012
582206 Frye, Ella Inez 08/30/2011 08/31/2011
719673 Cavileer, Matthew Patrick 08/25/2011 08/31/2011
347105 McLane, Douglas W 08/18/2011 10/31/2011
359140 Wright, David Wayne 08/18/2011 08/31/2011
360156 Rowland, Charles Wright 08/14/2011 09/30/2011
706403 Ring, Lucas Marc 08/10/2011 09/30/2011
350228 Kiser, Dan R 07/14/2011 07/31/2011
315140 Frye, Robert Neal 07/13/2011 07/31/2011
389389 Finnell, William Ryan 07/12/2011 08/31/2012
334372 Shipp, James Leroy 06/22/2011 07/31/2011
307757 Sutton, James Daniel 06/20/2011 06/30/2011
603234 Linton, Karen Marie 06/15/2011 06/30/2011
507129 Montgomery, Charlene 06/14/2011 06/30/2011
522980 Lutz, Tonya Anne 06/13/2011 07/31/2011
320710 Cooper, Mary Lisa 06/12/2011 01/31/2012
319454 Walters, Randal Lee 06/09/2011 06/30/2011
382967 McGraw, Janice Wethington 06/01/2011 05/31/2011
576208 Smedley, Bobby Dean 05/17/2011 04/30/2011
515431 Reed, William Richard 05/11/2011 05/31/2012
310265 Hanlein, Leo Andrew 05/07/2011 05/31/2011
703098 Donley, Eugenia Kay 04/28/2011 04/30/2011
322074 Mills, Don 04/12/2011 04/30/2011
326347 Mitchum, Larry Thomas 03/25/2011 06/30/2011
377208 Ward, Eric A 03/20/2011 03/31/2011
628113 Mullen, Jerry Dale 02/26/2011 02/28/2011
328592 Major, Thomas C 02/16/2011 07/31/2011
352612 Kruth, Paul Matthew 02/07/2011 02/28/2011
631313 Johnson, Clifford L 02/05/2011 07/31/2011
343211 Green, William R 02/02/2011 01/31/2013
310448 Pepper, William Gary 01/25/2011 02/28/2011
388497 Miller, Donald Henry 01/18/2011 10/31/2011
372882 Crabbs, Jerry Ray 01/11/2011 01/31/2011
559327 Clark, Charles R 12/16/2010 11/30/2011
390775 Harris, David Lee 12/08/2010 12/31/2010
707614 Thayer, David Lee 12/06/2010 12/31/2010
557703 Brown, Eric Franklin 12/06/2010 01/31/2011
561413 Meeks, Cheryl Lynn 11/29/2010 11/30/2010
522232 Helmers, Lee Christian 11/22/2010 11/30/2010
702859 Willett, Daniel Clifton 11/21/2010 11/30/2010
624719 Young, Sherry Renee 11/19/2010 11/30/2010
345843 Blaine, John William 11/16/2010 06/30/2010
356203 Thomas, Kenneth Eugene 11/02/2010 11/30/2010
671114 Lancaster, Victor Allen 10/30/2010 10/31/2010
323583 Lanway, Leland Michael 10/13/2010 10/31/2011
369551 Crumes, Allan Laird 10/08/2010 11/30/2010
541820 Kretz, Michael William 10/01/2010 12/31/2010
564054 Pruitt, Chad Matthew 09/27/2010 09/30/2010
336909 Moorman, Michael Joseph 09/27/2010 12/31/2011
625712 Sherwood, George Russell 09/24/2010 10/31/2010
667728 Stephens, Mark Joseph 09/17/2010 09/30/2010
583861 Gross, Brenda Sue 09/16/2010 01/31/2012
578564 Patton, Byron Van 09/13/2010 09/30/2010
647138 Fogelman, Paula Jean 08/28/2010 08/31/2010
699368 Sloas, Alan Lee 08/04/2010 07/31/2010
662807 Blackwell, Jacob Hays 07/30/2010 06/30/2010
695878 Pursley, Andrew Douglas 07/26/2010 07/31/2010
699866 Youngblood, Judith Woodall 07/22/2010 07/31/2010
680290 Delay, Andrew Robert 07/21/2010 03/31/2010
370374 Zabala, Julio Roberto 07/07/2010 07/31/2010
518739 Kerr, Susan Louise 06/17/2010 06/30/2010
339596 Bradley-Cowan, Judy Fay 06/12/2010 07/31/2010
600028 Ashley, Laura Ann 06/02/2010 05/31/2010
571173 Hopkins, Gary Eugene 05/31/2010 05/31/2010

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