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DEPARTMENT OF INSURANCE
Affiliations
Name
Lee, Stephen R
DOIID
546504
NAIC NPN
108775
License - Line of Authority Information
Status
Residency
Class
Line of Authority
Active Date
Inactive Date
License Expiration Date
Active
Non Resident
Agent
Health
7/11/2014
6/30/2025
Active
Non Resident
Agent
Variable Life and Variable Annuities
8/20/2007
6/30/2025
Active
Non Resident
Agent
Life
8/20/2007
6/30/2025
* 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
Class
Invoice Date
Response Due / Expiration Date
Response Received Date
Payment Received Date
Renewal Complete
Agent
04/15/2025
06/30/2025
Appointments with the following Insurers
Status
Affiliation Name
DOI Number
Line of Authority
Active Date
Inactive Date
Active
Allianz Life Insurance Company of North America
301791
Agent - Life
8/18/2022
Active
Allianz Life Insurance Company of North America
301791
Agent - Variable Life and Variable Annuities
8/18/2022
Active
Brighthouse Life Insurance Company
301829
Agent - Health
3/16/2016
Active
Brighthouse Life Insurance Company
301829
Agent - Life
3/16/2016
Active
Brighthouse Life Insurance Company
301829
Agent - Variable Life and Variable Annuities
3/16/2016
Inactive
Delaware Life Insurance Company
301256
Agent - Life
6/30/2016
12/5/2017
Inactive
Delaware Life Insurance Company
301256
Agent - Variable Life and Variable Annuities
6/30/2016
12/5/2017
Inactive
Equitable Financial Life Insurance Company
300808
Agent - Life
5/14/2002
6/30/2005
Inactive
Equitable Financial Life Insurance Company
300808
Agent - Variable Life and Variable Annuities
5/14/2002
6/30/2005
Inactive
Fortitude Life Insurance & Annuity Company
301503
Agent - Life
5/20/2002
6/30/2005
Inactive
Fortitude Life Insurance & Annuity Company
301503
Agent - Variable Life and Variable Annuities
5/20/2002
6/30/2005
Inactive
Genworth Life Insurance Company
300623
Agent - Health
2/25/2003
6/30/2005
Inactive
Genworth Life Insurance Company
300623
Agent - Life
2/25/2003
6/30/2005
Inactive
Genworth Life and Annuity Insurance Company
301276
Agent - Health
5/16/2002
6/30/2005
Inactive
Genworth Life and Annuity Insurance Company
301276
Agent - Life
8/29/2007
10/4/2009
Inactive
Genworth Life and Annuity Insurance Company
301276
Agent - Variable Life and Variable Annuities
8/29/2007
10/4/2009
Active
Jackson National Life Insurance Company
300486
Agent - Life
12/6/2018
Active
Jackson National Life Insurance Company
300486
Agent - Variable Life and Variable Annuities
12/6/2018
Inactive
John Hancock Life Insurance Company (U.S.A.)
300132
Agent - Life
7/1/2002
6/30/2005
Inactive
John Hancock Life Insurance Company (U.S.A.)
300132
Agent - Variable Life and Variable Annuities
7/1/2002
6/30/2005
Inactive
Keyport Life Insurance Company
300319
Agent - Life
5/16/2002
12/31/2003
Inactive
Keyport Life Insurance Company
300319
Agent - Variable Life and Variable Annuities
5/16/2002
12/31/2003
Inactive
MetLife Investors USA Insurance Company
300845
Agent - Life
6/27/2011
11/14/2014
Inactive
MetLife Investors USA Insurance Company
300845
Agent - Variable Life and Variable Annuities
6/27/2011
11/14/2014
Inactive
Nationwide Life Insurance Company
300495
Agent - Health
5/15/2002
6/30/2005
Inactive
Nationwide Life Insurance Company
300495
Agent - Life
5/15/2002
6/30/2005
Inactive
Nationwide Life Insurance Company
300495
Agent - Variable Life and Variable Annuities
5/15/2002
6/30/2005
Inactive
Pacific Life Insurance Company
301848
Agent - Life
5/20/2002
4/19/2004
Inactive
Pacific Life Insurance Company
301848
Agent - Variable Life and Variable Annuities
5/20/2002
4/19/2004
Inactive
Pruco Life Insurance Company
300954
Agent - Life
9/28/2010
11/25/2020
Inactive
Pruco Life Insurance Company
300954
Agent - Variable Life and Variable Annuities
9/28/2010
11/25/2020
Inactive
Talcott Resolution Life Insurance Company
301759
Agent - Health
3/15/2002
6/30/2005
Inactive
Talcott Resolution Life Insurance Company
301759
Agent - Life
8/29/2007
11/16/2011
Inactive
Talcott Resolution Life Insurance Company
301759
Agent - Variable Life and Variable Annuities
8/29/2007
11/16/2011
Inactive
Talcott Resolution Life and Annuity Insurance Company
300932
Agent - Health
5/16/2002
6/30/2005
Inactive
Talcott Resolution Life and Annuity Insurance Company
300932
Agent - Life
8/29/2007
11/16/2011
Inactive
Talcott Resolution Life and Annuity Insurance Company
300932
Agent - Variable Life and Variable Annuities
8/29/2007
11/16/2011
Inactive
Venerable Insurance and Annuity Company
301006
Agent - Life
8/30/2007
8/26/2008
Inactive
Venerable Insurance and Annuity Company
301006
Agent - Variable Life and Variable Annuities
8/30/2007
8/26/2008
Inactive
Voya Retirement Insurance and Annuity Company
300643
Agent - Health
8/5/2002
6/30/2005
Inactive
Voya Retirement Insurance and Annuity Company
300643
Agent - Life
8/5/2002
6/30/2005
Inactive
Voya Retirement Insurance and Annuity Company
300643
Agent - Variable Life and Variable Annuities
8/5/2002
6/30/2005
Designated to act on behalf of the following Business Entities
Status
Affiliation Name
DOI Number
Line of Authority
Active Date
Inactive Date
Inactive
Ubs Financial Services Ins Agency Inc
399373
Agent - Health
2/28/2003
6/30/2005
Active
Ubs Financial Services Ins Agency Inc
399373
Agent - Life
8/29/2007
Active
Ubs Financial Services Ins Agency Inc
399373
Agent - Variable Life and Variable Annuities
8/29/2007
Active
Wells Fargo Advisors Insurance Agency LLC
399972
Agent - Health
8/3/2018
Active
Wells Fargo Advisors Insurance Agency LLC
399972
Agent - Life
12/8/2014
Active
Wells Fargo Advisors Insurance Agency LLC
399972
Agent - Variable Life and Variable Annuities
12/8/2014
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