DEPARTMENT OF INSURANCE
Affiliations
NameUnited Planners Financial Services of AmericaDOIID398106NAIC NPN659771
License - Line of Authority Information
StatusResidencyClassLine of AuthorityActive DateInactive DateLicense Expiration Date
ActiveNon ResidentAgentLife10/10/1997 3/31/2025
ActiveNon ResidentAgentVariable Life and Variable Annuities5/31/2001 3/31/2025
ActiveNon ResidentAgentHealth10/10/1997 3/31/2025
* If a status Is Pending, Pending Replacement,Or the record displays Affidavit On File, click On them For more details.
Notice: The Department verifies, at the time of application for a Variable Life and Variable Annuity line of authority, that an agent is registered with the Financial Industry Regulatory Authority (FINRA) and the applicant has passed the Series 6 or greater exam. The Department does not verify registration with FINRA after the agent is qualified by the Department to receive the Variable Life and Variable Annuity line of authority. If you have questions about a broker’s FINRA registration status, you should check this status directly with FINRA.

License Renewal Information
ClassInvoice DateResponse Due / Expiration DateResponse Received DatePayment Received DateRenewal Complete
Agent01/15/202503/31/2025   
Appointments with the following Insurers
StatusAffiliation NameDOI NumberLine of AuthorityActive DateInactive Date
ActiveAllianz Life Insurance Company of North America301791Agent - Health4/30/2008 
ActiveAllianz Life Insurance Company of North America301791Agent - Life4/30/2008 
ActiveAllianz Life Insurance Company of North America301791Agent - Variable Life and Variable Annuities4/30/2008 
ActiveAmerican General Life Insurance Company301585Agent - Life2/17/2012 
ActiveAmerican General Life Insurance Company301585Agent - Variable Life and Variable Annuities12/17/2012 
ActiveAmerican United Life Insurance Company300498Agent - Health1/4/2017 
ActiveAmerican United Life Insurance Company300498Agent - Life1/4/2017 
ActiveAmerican United Life Insurance Company300498Agent - Variable Life and Variable Annuities1/4/2017 
InactiveAmeritas Life Insurance Corporation300126Agent - Health2/23/200511/15/2012
InactiveAmeritas Life Insurance Corporation300126Agent - Life2/23/200511/15/2012
InactiveAmeritas Life Insurance Corporation300126Agent - Variable Life and Variable Annuities2/22/200511/15/2012
InactiveAmeritas Variable Life Insurance Company300665Agent - Health2/23/20055/1/2007
InactiveAmeritas Variable Life Insurance Company300665Agent - Life2/23/20055/1/2007
InactiveAmeritas Variable Life Insurance Company300665Agent - Variable Life and Variable Annuities5/31/20015/1/2007
ActiveBrighthouse Life Insurance Company301829Agent - Health11/4/2014 
ActiveBrighthouse Life Insurance Company301829Agent - Life11/14/2014 
ActiveBrighthouse Life Insurance Company301829Agent - Variable Life and Variable Annuities11/14/2014 
ActiveEagle Life Insurance Company701261Agent - Life5/1/2015 
ActiveEquitable Financial Life Insurance Company300808Agent - Variable Life and Variable Annuities10/11/2022 
ActiveEquitable Financial Life Insurance Company of America301772Agent - Variable Life and Variable Annuities10/11/2022 
ActiveForethought Life Insurance Company301407Agent - Health4/26/2013 
ActiveForethought Life Insurance Company301407Agent - Life4/26/2013 
ActiveForethought Life Insurance Company301407Agent - Variable Life and Variable Annuities4/26/2013 
ActiveFortitude Life Insurance & Annuity Company301503Agent - Life9/9/2003 
ActiveFortitude Life Insurance & Annuity Company301503Agent - Variable Life and Variable Annuities9/9/2003 
InactiveGeneral American Life Insurance Company300280Agent - Health3/30/200411/14/2009
InactiveGeneral American Life Insurance Company300280Agent - Life3/30/200411/14/2009
InactiveGeneral American Life Insurance Company300280Agent - Variable Life and Variable Annuities3/30/200411/14/2009
InactiveGenworth Life and Annuity Insurance Company301276Agent - Health9/20/200512/7/2012
InactiveGenworth Life and Annuity Insurance Company301276Agent - Life9/20/200512/7/2012
InactiveGenworth Life and Annuity Insurance Company301276Agent - Variable Life and Variable Annuities9/20/200512/11/2020
InactiveGuardian Insurance & Annuity Company Inc. (The)301920Agent - Life1/6/200511/12/2008
InactiveGuardian Insurance & Annuity Company Inc. (The)301920Agent - Variable Life and Variable Annuities5/31/200111/12/2008
ActiveJackson National Life Insurance Company300486Agent - Life12/12/2014 
ActiveJackson National Life Insurance Company300486Agent - Variable Life and Variable Annuities5/31/2005 
InactiveJohn Hancock Life Insurance Company300821Agent - Health2/18/20033/25/2003
InactiveJohn Hancock Life Insurance Company300821Agent - Life2/18/20033/25/2003
InactiveJohn Hancock Life Insurance Company300821Agent - Variable Life and Variable Annuities2/18/200312/30/2009
ActiveJohn Hancock Life Insurance Company (U.S.A.)300132Agent - Health9/19/2008 
ActiveJohn Hancock Life Insurance Company (U.S.A.)300132Agent - Life9/19/2008 
ActiveJohn Hancock Life Insurance Company (U.S.A.)300132Agent - Variable Life and Variable Annuities12/30/2009 
InactiveJohn Hancock Variable Life Insurance Company301914Agent - Life2/18/20033/25/2003
InactiveJohn Hancock Variable Life Insurance Company301914Agent - Variable Life and Variable Annuities2/18/20032/23/2009
InactiveLincoln Benefit Life Company301110Agent - Health8/11/20037/14/2014
InactiveLincoln Benefit Life Company301110Agent - Life8/11/20037/14/2014
InactiveLincoln Benefit Life Company301110Agent - Variable Life and Variable Annuities8/11/20037/14/2014
ActiveLincoln National Life Insurance Company (The)301382Agent - Health2/11/2005 
ActiveLincoln National Life Insurance Company (The)301382Agent - Life2/11/2005 
ActiveLincoln National Life Insurance Company (The)301382Agent - Variable Life and Variable Annuities5/31/2001 
InactiveMetLife Investors Insurance Company301872Agent - Health11/1/201111/14/2014
InactiveMetLife Investors Insurance Company301872Agent - Life11/1/201111/14/2014
InactiveMetLife Investors Insurance Company301872Agent - Variable Life and Variable Annuities11/1/201111/14/2014
InactiveMetLife Investors USA Insurance Company300845Agent - Health11/1/201111/14/2014
InactiveMetLife Investors USA Insurance Company300845Agent - Life11/1/201111/14/2014
InactiveMetLife Investors USA Insurance Company300845Agent - Variable Life and Variable Annuities11/1/201111/14/2014
InactiveMetropolitan Life Insurance Company301948Agent - Health11/1/201111/10/2020
InactiveMetropolitan Life Insurance Company301948Agent - Life11/1/201111/10/2020
InactiveMetropolitan Life Insurance Company301948Agent - Variable Life and Variable Annuities11/1/201111/10/2020
ActiveMidland National Life Insurance Company300923Agent - Life7/26/2019 
ActiveMidland National Life Insurance Company300923Agent - Variable Life and Variable Annuities7/26/2019 
ActiveNationwide Life Insurance Company300495Agent - Health2/20/2019 
ActiveNationwide Life Insurance Company300495Agent - Life2/20/2012 
ActiveNationwide Life Insurance Company300495Agent - Variable Life and Variable Annuities5/31/2001 
InactiveNationwide Life Insurance Company of America301134Agent - Health5/30/200612/10/2007
InactiveNationwide Life Insurance Company of America301134Agent - Life5/30/200612/10/2007
InactiveNationwide Life Insurance Company of America301134Agent - Variable Life and Variable Annuities5/31/200112/10/2007
InactiveNationwide Life and Annuity Company of America300172Agent - Health5/30/200612/10/2007
InactiveNationwide Life and Annuity Company of America300172Agent - Life5/30/200612/10/2007
InactiveNationwide Life and Annuity Company of America300172Agent - Variable Life and Variable Annuities5/31/200112/10/2007
ActiveNationwide Life and Annuity Insurance Company300714Agent - Health2/25/2022 
ActiveNationwide Life and Annuity Insurance Company300714Agent - Life2/25/2022 
ActiveNationwide Life and Annuity Insurance Company300714Agent - Variable Life and Variable Annuities2/25/2022 
InactiveNew England Life Insurance Company300343Agent - Health3/30/200411/14/2009
InactiveNew England Life Insurance Company300343Agent - Life3/30/200411/14/2009
ActiveNew York Life Insurance and Annuity Corporation300726Agent - Life1/10/2019 
ActiveNew York Life Insurance and Annuity Corporation300726Agent - Variable Life and Variable Annuities1/10/2019 
InactivePacific Life Insurance Company301848Agent - Health10/10/19973/25/2003
ActivePacific Life Insurance Company301848Agent - Life8/21/2009 
ActivePacific Life Insurance Company301848Agent - Variable Life and Variable Annuities5/31/2001 
InactivePrincipal Life Insurance Company300129Agent - Health5/21/20013/25/2003
InactivePrincipal Life Insurance Company300129Agent - Life5/21/20013/25/2003
ActivePrincipal Life Insurance Company300129Agent - Variable Life and Variable Annuities5/31/2001 
ActivePruco Life Insurance Company300954Agent - Health12/10/2009 
ActivePruco Life Insurance Company300954Agent - Life12/10/2009 
ActivePruco Life Insurance Company300954Agent - Variable Life and Variable Annuities12/10/2009 
InactiveSunAmerica Annuity and Life Assurance Company301930Agent - Life7/18/20003/25/2003
DeniedSunAmerica Life Insurance Company300096Agent - Life  
ActiveSymetra Life Insurance Company301691Agent - Health1/24/2023 
ActiveSymetra Life Insurance Company301691Agent - Life1/24/2023 
ActiveSymetra Life Insurance Company301691Agent - Variable Life and Variable Annuities1/24/2023 
ActiveTalcott Resolution Life Insurance Company301759Agent - Health1/12/2010 
ActiveTalcott Resolution Life Insurance Company301759Agent - Life1/12/2010 
ActiveTalcott Resolution Life Insurance Company301759Agent - Variable Life and Variable Annuities1/12/2010 
ActiveTalcott Resolution Life and Annuity Insurance Company300932Agent - Health1/12/2010 
ActiveTalcott Resolution Life and Annuity Insurance Company300932Agent - Life1/12/2010 
ActiveTalcott Resolution Life and Annuity Insurance Company300932Agent - Variable Life and Variable Annuities1/12/2010 
ActiveTransamerica Life Insurance Company300571Agent - Life1/12/2010 
ActiveTransamerica Life Insurance Company300571Agent - Variable Life and Variable Annuities3/19/2014 
InactiveVenerable Insurance and Annuity Company301006Agent - Life8/4/20055/18/2018
InactiveVenerable Insurance and Annuity Company301006Agent - Variable Life and Variable Annuities8/4/20055/18/2018
InactiveWestern Reserve Life Assurance Company of Ohio300760Agent - Health11/17/200612/5/2008
InactiveWestern Reserve Life Assurance Company of Ohio300760Agent - Life11/17/200612/5/2008
InactiveWestern Reserve Life Assurance Company of Ohio300760Agent - Variable Life and Variable Annuities11/17/200612/5/2008
Designated Individuals
StatusAffiliation NameDOI NumberLine of AuthorityActive DateInactive Date
InactiveAshley, Rondel Cary 311298Agent - Health12/11/20082/12/2019
InactiveAshley, Rondel Cary 311298Agent - Life12/11/20082/12/2019
InactiveAshley, Rondel Cary 311298Agent - Variable Life and Variable Annuities12/11/20082/12/2019
InactiveBarrett, Stephen Joseph 535267Agent - Life1/17/200710/31/2007
InactiveBartos, Dennis Carl 533354Agent - Health1/17/20071/23/2008
InactiveBartos, Dennis Carl 533354Agent - Life1/17/20071/23/2008
InactiveBartos, Dennis Carl 533354Agent - Variable Life and Variable Annuities1/17/20071/23/2008
InactiveBlake, Christopher Peace 628408Agent - Health1/17/20078/30/2007
InactiveBlake, Christopher Peace 628408Agent - Life1/17/20078/30/2007
InactiveBrown, Rice E 568770Agent - Life4/26/20102/29/2012
InactiveBrown, Rice E 568770Agent - Variable Life and Variable Annuities4/26/20102/29/2012
InactiveCharnet, Mark E 699508Agent - Life3/25/20142/12/2019
InactiveCharnet, Mark E 699508Agent - Variable Life and Variable Annuities3/25/20142/12/2019
InactiveClark, Roderick J 789892Agent - Life8/18/20152/12/2019
InactiveClark, Roderick J 789892Agent - Variable Life and Variable Annuities8/5/20152/12/2019
InactiveColes, Freeman Fisher 588448Agent - Life1/17/20072/28/2007
InactiveDeaton, Randy Dean 701629Agent - Life5/15/20141/1/2016
InactiveDeaton, Randy Dean 701629Agent - Variable Life and Variable Annuities5/15/20141/1/2016
InactiveGarcia, Gonzalo M 563639Agent - Health1/17/20071/23/2008
InactiveGarcia, Gonzalo M 563639Agent - Life1/17/20071/23/2008
InactiveGarcia, Gonzalo M 563639Agent - Variable Life and Variable Annuities1/17/20071/23/2008
InactiveGarrett, William B 606196Agent - Variable Life and Variable Annuities8/30/201112/23/2014
DeniedGuttman, Jerry L 303492Agent - Life  
InactiveHamilton, Cheryl Ann 728008Agent - Life9/25/20142/12/2019
InactiveHamilton, Cheryl Ann 728008Agent - Variable Life and Variable Annuities9/25/20142/12/2019
DeniedHolmwood, Amy 586557Agent - Life  
DeniedHolmwood, Amy 586557Agent - Variable Life and Variable Annuities  
DeniedHopper, Kevin R. 526268Agent - Health  
DeniedHopper, Kevin R. 526268Agent - Life  
InactiveHorowitz, Michael Aaron 667137Agent - Life8/30/20115/31/2012
InactiveHorowitz, Michael Aaron 667137Agent - Variable Life and Variable Annuities8/30/20115/31/2012
InactiveKrouse, Michael Paul 826293Agent - Life8/5/20152/12/2019
InactiveKrouse, Michael Paul 826293Agent - Variable Life and Variable Annuities8/5/20152/12/2019
InactiveLong, Michelle Marie 360716Agent - Health10/10/19972/18/2003
InactiveLong, Michelle Marie 360716Agent - Life10/10/19972/18/2003
InactiveMarinos, Donald Nicholas 601282Agent - Health5/16/20084/11/2011
InactiveMarinos, Donald Nicholas 601282Agent - Life5/16/20084/11/2011
InactiveMarinos, Donald Nicholas 601282Agent - Variable Life and Variable Annuities5/16/20084/11/2011
DeniedMatthew, Brent 731128Agent - Health  
InactiveMatthew, Brent 731128Agent - Life11/27/20133/25/2014
ActiveOliverio, Kenneth William 991569Agent - Health2/20/2019 
DeniedOliverio, Kenneth William 991569Agent - Life  
DeniedOliverio, Kenneth William 991569Agent - Variable Life and Variable Annuities  
InactiveReeve, John H 506485Agent - Health1/17/20072/29/2008
InactiveReeve, John H 506485Agent - Life1/17/20072/29/2008
InactiveSchaefer, Thomas Carl 317523Agent - Health10/10/19973/25/2003
InactiveSchaefer, Thomas Carl 317523Agent - Life10/10/19973/25/2003
InactiveScott, Karman Denise 663150Agent - Life6/28/201010/19/2012
InactiveScott, Karman Denise 663150Agent - Variable Life and Variable Annuities6/28/201010/19/2012
InactiveSeaman, Brian Stirling 350192Agent - Health1/23/200911/16/2011
InactiveSeaman, Brian Stirling 350192Agent - Life1/23/200910/31/2012
InactiveSeaman, Brian Stirling 350192Agent - Variable Life and Variable Annuities1/23/200910/31/2012
InactiveShepherd, Robert A 305840Agent - Health1/17/20079/30/2017
InactiveShepherd, Robert A 305840Agent - Life1/17/20079/30/2017
InactiveShepherd, Robert A 305840Agent - Variable Life and Variable Annuities1/17/20079/30/2017
ActiveStack, Susan H 541610Agent - Health5/14/2019 
ActiveStack, Susan H 541610Agent - Life5/14/2019 
ActiveStack, Susan H 541610Agent - Variable Life and Variable Annuities5/14/2019 
InactiveTausz, James William 579587Agent - Health1/17/20072/12/2019
InactiveTausz, James William 579587Agent - Life1/17/20072/12/2019
InactiveTausz, James William 579587Agent - Variable Life and Variable Annuities1/17/20077/16/2013
ActiveTaylor, Boyd D 597547Agent - Life6/28/2010 
ActiveTaylor, Boyd D 597547Agent - Variable Life and Variable Annuities6/28/2010 
DeniedVernia, Jeannette Ann 360943Agent - Health  
DeniedVernia, Jeannette Ann 360943Agent - Life  
DeniedVernia, Jeannette Ann 360943Agent - Variable Life and Variable Annuities  

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