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DEPARTMENT OF INSURANCE
Affiliations
Name
Wealth Preservation & Management Inc
DBA : WPM, Inc.
DOIID
562345
NAIC NPN
2008706
License - Line of Authority Information
Status
Residency
Class
Line of Authority
Active Date
Inactive Date
License Expiration Date
Active
Non Resident
Agent
Life
2/16/2010
3/31/2027
Active
Non Resident
Agent
Health
2/16/2010
3/31/2027
Active
Non Resident
Agent
Variable Life and Variable Annuities
1/13/2003
3/31/2027
* 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
01/15/2025
03/31/2025
03/05/2025
03/05/2025
Yes
Appointments with the following Insurers
Status
Affiliation Name
DOI Number
Line of Authority
Active Date
Inactive Date
Active
Aetna Health Inc. (PA)
660717
Agent - Health
9/10/2019
Active
Aetna Health of Ohio Inc.
1065035
Agent - Health
3/31/2021
Active
Aetna Life Insurance Company
301140
Agent - Health
9/10/2019
Inactive
American General Life Insurance Company
301585
Agent - Variable Life and Variable Annuities
7/12/2007
11/9/2012
Inactive
Ameritas Life Insurance Corporation
300126
Agent - Health
3/29/2012
12/30/2016
Inactive
Ameritas Life Insurance Corporation
300126
Agent - Life
3/29/2012
12/30/2016
Active
Banner Life Insurance Company
301696
Agent - Life
5/20/2021
Inactive
Brighthouse Life Insurance Company
301829
Agent - Life
1/27/2003
3/12/2005
Active
Brighthouse Life Insurance Company
301829
Agent - Variable Life and Variable Annuities
1/27/2003
Active
Cincinnati Life Insurance Company (The)
300601
Agent - Health
2/25/2010
Inactive
Cincinnati Life Insurance Company (The)
300601
Agent - Life
2/25/2010
3/25/2022
Active
Delaware Life Insurance Company
301256
Agent - Variable Life and Variable Annuities
12/17/2007
Inactive
EMC National Life Company
300388
Agent - Health
1/19/2015
8/10/2020
Inactive
EMC National Life Company
300388
Agent - Life
1/19/2015
8/10/2020
Active
Equitable Financial Life Insurance Company
300808
Agent - Health
10/28/2020
Active
Equitable Financial Life Insurance Company
300808
Agent - Life
10/28/2020
Active
Equitable Financial Life Insurance Company
300808
Agent - Variable Life and Variable Annuities
7/1/2008
Inactive
Genworth Life Insurance Company
300623
Agent - Health
6/29/2010
12/11/2018
Inactive
Genworth Life Insurance Company
300623
Agent - Life
6/29/2010
12/11/2018
Inactive
Genworth Life Insurance Company
300623
Agent - Variable Life and Variable Annuities
6/29/2010
12/11/2018
Inactive
Genworth Life and Annuity Insurance Company
301276
Agent - Health
2/4/2011
12/14/2016
Inactive
Genworth Life and Annuity Insurance Company
301276
Agent - Life
2/4/2011
12/14/2016
Inactive
Gerber Life Insurance Company
300529
Agent - Health
3/16/2018
11/1/2021
Inactive
Gerber Life Insurance Company
300529
Agent - Life
3/16/2018
11/1/2021
Active
John Hancock Life Insurance Company (U.S.A.)
300132
Agent - Health
12/4/2011
Active
John Hancock Life Insurance Company (U.S.A.)
300132
Agent - Life
12/4/2011
Active
Lincoln National Life Insurance Company (The)
301382
Agent - Health
8/25/2010
Active
Lincoln National Life Insurance Company (The)
301382
Agent - Life
8/25/2010
Active
Lincoln National Life Insurance Company (The)
301382
Agent - Variable Life and Variable Annuities
8/25/2010
Inactive
MetLife Investors USA Insurance Company
300845
Agent - Variable Life and Variable Annuities
11/8/2005
11/20/2009
Inactive
MetLife Life and Annuity Company of Connecticut
301593
Agent - Life
1/27/2003
3/12/2005
Inactive
MetLife Life and Annuity Company of Connecticut
301593
Agent - Variable Life and Variable Annuities
1/27/2003
12/7/2007
Active
Metropolitan Life Insurance Company
301948
Agent - Health
4/17/2012
Active
Metropolitan Life Insurance Company
301948
Agent - Life
4/17/2012
Inactive
North American Company for Life and Health Insurance
300291
Agent - Life
9/12/2016
7/10/2021
Active
Pacific Life Insurance Company
301848
Agent - Life
12/3/2010
Active
Principal National Life Insurance Company
301926
Agent - Life
5/24/2018
Active
Protective Life Insurance Company
300638
Agent - Health
3/31/2021
Active
Protective Life Insurance Company
300638
Agent - Life
3/31/2021
Active
Protective Life Insurance Company
300638
Agent - Variable Life and Variable Annuities
3/31/2021
Inactive
Pruco Life Insurance Company
300954
Agent - Life
3/22/2017
1/27/2022
Active
SilverScript Insurance Company
663526
Agent - Health
10/24/2019
Inactive
State Life Insurance Company
301497
Agent - Health
7/21/2016
12/6/2023
Inactive
State Life Insurance Company
301497
Agent - Life
7/21/2016
12/6/2023
Inactive
The Savings Bank Mutual Life Insurance Company of Massachusetts
690290
Agent - Life
4/22/2014
11/29/2018
Active
Transamerica Life Insurance Company
300571
Agent - Health
6/8/2011
Active
Transamerica Life Insurance Company
300571
Agent - Life
2/10/2012
Inactive
WellCare Prescription Insurance Inc.
654329
Agent - Health
3/8/2019
5/14/2021
Designated Individuals
Status
Affiliation Name
DOI Number
Line of Authority
Active Date
Inactive Date
Active
Adams, William T
391151
Agent - Health
6/18/2014
Active
Adams, William T
391151
Agent - Life
6/18/2014
Active
Beach, Charles T
391980
Agent - Health
7/21/2016
Active
Beach, Charles T
391980
Agent - Life
7/21/2016
Active
Beach, Charles T
391980
Agent - Variable Life and Variable Annuities
7/21/2016
Active
Blain, Bradford Hart
386773
Agent - Health
3/21/2012
Active
Blain, Bradford Hart
386773
Agent - Life
3/21/2012
Active
Blum, Chelsey
804641
Agent - Life
9/29/2016
Active
Brown West, Tina M
921945
Agent - Life
8/17/2016
Active
Capone, Joseph David
798754
Agent - Life
6/2/2016
Active
Carter, Chad Steven
641866
Agent - Life
5/10/2016
Active
Clarke, Charles Jordan
313710
Agent - Health
10/15/2010
Active
Clarke, Charles Jordan
313710
Agent - Life
8/11/2010
Active
Conder, Timothy X
341025
Agent - Life
1/5/2017
Active
Duncan, David Scott
327881
Agent - Health
2/16/2010
Active
Duncan, David Scott
327881
Agent - Life
2/16/2010
Active
Duncan, David Scott
327881
Agent - Variable Life and Variable Annuities
3/13/2003
Active
Evans, Joseph Carson
390440
Agent - Health
2/20/2013
Active
Evans, Joseph Carson
390440
Agent - Life
2/20/2013
Active
Floyd, Whitney Cathryn Latta
610009
Agent - Health
4/22/2013
Active
Floyd, Whitney Cathryn Latta
610009
Agent - Life
4/22/2013
Active
Fuller, Robert Boyd
377127
Agent - Health
4/21/2015
Active
Fuller, Robert Boyd
377127
Agent - Life
4/21/2015
Inactive
Galbraith, Laura B
900050
Agent - Life
6/7/2017
4/2/2024
Inactive
Goodpaster, Isaac Stephen
641453
Agent - Health
8/8/2011
1/31/2022
Inactive
Goodpaster, Isaac Stephen
641453
Agent - Life
8/8/2011
1/31/2022
Active
Hennessey, Alan Wayne
313289
Agent - Life
9/29/2016
Inactive
Hilliard, Jeffery Mark
318017
Agent - Health
6/18/2014
2/1/2016
Inactive
Hilliard, Jeffery Mark
318017
Agent - Life
6/18/2014
2/1/2016
Active
Houk, David Mckinney
350806
Agent - Life
4/8/2016
Inactive
Hunt, Diana Gray
361711
Agent - Life
4/13/2016
3/1/2020
Active
Hunt, Phillip Dale
341787
Agent - Health
7/14/2014
Active
Hunt, Phillip Dale
341787
Agent - Life
7/14/2014
Active
Irvin, Cliff-Ed
364764
Agent - Life
12/11/2019
Active
Ison, John Leonard
370794
Agent - Life
1/5/2017
Active
Jenkins, Robert Hill
374819
Agent - Life
3/30/2016
Inactive
Kearney, Billy Ray
374013
Agent - Life
8/22/2016
9/30/2020
Active
Keen, Stephen Travis
325526
Agent - Health
10/14/2014
Active
Keen, Stephen Travis
325526
Agent - Life
10/14/2014
Active
Lamaster, Drew H
614575
Agent - Life
6/6/2017
Active
Latta, William Shelby
307043
Agent - Health
4/22/2013
Active
Latta, William Shelby
307043
Agent - Life
4/22/2013
Active
Lindle, Alex P
502097
Agent - Life
6/6/2017
Active
Linville, Chad
566307
Agent - Health
9/6/2011
Active
Linville, Chad
566307
Agent - Life
9/6/2011
Active
Linville, Larry Edward
374423
Agent - Health
1/9/2012
Active
Linville, Larry Edward
374423
Agent - Life
1/9/2012
Active
Lovell, William Anderson
394241
Agent - Health
6/9/2015
Active
Lovell, William Anderson
394241
Agent - Life
6/9/2015
Inactive
Loy, Hindman Dwayne
355967
Agent - Life
12/21/2015
12/1/2023
Inactive
Mccleese, Robin
833817
Agent - Life
3/21/2017
7/1/2017
Active
Mccormack, Anthony Breen
579120
Agent - Life
5/16/2017
Active
Murphy, Adam Timothy
600972
Agent - Health
4/17/2015
Active
Murphy, Adam Timothy
600972
Agent - Life
4/17/2015
Active
Murphy, Timothy Alan
339107
Agent - Health
4/10/2015
Active
Murphy, Timothy Alan
339107
Agent - Life
4/10/2015
Inactive
Petty, Pamela S
522633
Agent - Health
10/15/2010
7/1/2019
Inactive
Petty, Pamela S
522633
Agent - Life
10/15/2010
7/1/2019
Active
Quinn, Cody J
852945
Agent - Life
9/19/2016
Active
Quinn, Timothy Alan
610017
Agent - Health
1/12/2011
Active
Quinn, Timothy Alan
610017
Agent - Life
1/12/2011
Inactive
Ramsay, Alan James
331941
Agent - Health
10/26/2011
8/1/2024
Inactive
Ramsay, Alan James
331941
Agent - Life
10/26/2011
8/1/2024
Denied
Richmond, Robert R
310336
Agent - Health
Denied
Richmond, Robert R
310336
Agent - Life
Active
Rowland, Gary Thomas
363047
Agent - Life
5/10/2016
Inactive
Rudd, Charles Allen
390804
Agent - Life
2/2/2016
7/31/2020
Active
Scalf, Jonathan M
695375
Agent - Health
7/20/2020
Active
Scalf, Jonathan M
695375
Agent - Life
7/20/2020
Active
Schlotman, Carl R
392030
Agent - Life
10/27/2016
Active
Schumacher, Charles E
329809
Agent - Health
6/9/2015
Active
Schumacher, Charles E
329809
Agent - Life
6/9/2015
Active
Speight, Matthew Brent
901959
Agent - Life
3/9/2017
Active
Tolle, William Rodney
501630
Agent - Health
11/16/2012
Active
Tolle, William Rodney
501630
Agent - Life
11/16/2012
Active
Turner, William Robert
315405
Agent - Life
4/24/2017
Active
Vaughn, Stephen C
322869
Agent - Health
1/12/2011
Active
Vaughn, Stephen C
322869
Agent - Life
1/12/2011
Inactive
Walker, Dana Michelle
880718
Agent - Life
8/2/2016
7/1/2018
Active
Warren, Richard Thomas
832587
Agent - Life
6/2/2016
Inactive
Werner, Robert G
326173
Agent - Health
10/15/2010
11/30/2012
Inactive
Werner, Robert G
326173
Agent - Life
8/11/2010
11/30/2012
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