DEPARTMENT OF INSURANCE
Affiliations
NameWealth Preservation & Management Inc
DBA : WPM, Inc.
DOIID562345NAIC NPN2008706
License - Line of Authority Information
StatusResidencyClassLine of AuthorityActive DateInactive DateLicense Expiration Date
ActiveNon ResidentAgentHealth2/16/2010 3/31/2025
ActiveNon ResidentAgentLife2/16/2010 3/31/2025
ActiveNon ResidentAgentVariable Life and Variable Annuities1/13/2003 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.

Appointments with the following Insurers
StatusAffiliation NameDOI NumberLine of AuthorityActive DateInactive Date
ActiveAetna Health Inc. (PA)660717Agent - Health9/10/2019 
ActiveAetna Health of Ohio Inc.1065035Agent - Health3/31/2021 
ActiveAetna Life Insurance Company301140Agent - Health9/10/2019 
InactiveAmerican General Life Insurance Company301585Agent - Variable Life and Variable Annuities7/12/200711/9/2012
InactiveAmeritas Life Insurance Corporation300126Agent - Health3/29/201212/30/2016
InactiveAmeritas Life Insurance Corporation300126Agent - Life3/29/201212/30/2016
ActiveBanner Life Insurance Company301696Agent - Life5/20/2021 
InactiveBrighthouse Life Insurance Company301829Agent - Life1/27/20033/12/2005
ActiveBrighthouse Life Insurance Company301829Agent - Variable Life and Variable Annuities1/27/2003 
ActiveCincinnati Life Insurance Company (The)300601Agent - Health2/25/2010 
InactiveCincinnati Life Insurance Company (The)300601Agent - Life2/25/20103/25/2022
ActiveDelaware Life Insurance Company301256Agent - Variable Life and Variable Annuities12/17/2007 
InactiveEMC National Life Company300388Agent - Health1/19/20158/10/2020
InactiveEMC National Life Company300388Agent - Life1/19/20158/10/2020
ActiveEquitable Financial Life Insurance Company300808Agent - Health10/28/2020 
ActiveEquitable Financial Life Insurance Company300808Agent - Life10/28/2020 
ActiveEquitable Financial Life Insurance Company300808Agent - Variable Life and Variable Annuities7/1/2008 
InactiveGenworth Life Insurance Company300623Agent - Health6/29/201012/11/2018
InactiveGenworth Life Insurance Company300623Agent - Life6/29/201012/11/2018
InactiveGenworth Life Insurance Company300623Agent - Variable Life and Variable Annuities6/29/201012/11/2018
InactiveGenworth Life and Annuity Insurance Company301276Agent - Health2/4/201112/14/2016
InactiveGenworth Life and Annuity Insurance Company301276Agent - Life2/4/201112/14/2016
InactiveGerber Life Insurance Company300529Agent - Health3/16/201811/1/2021
InactiveGerber Life Insurance Company300529Agent - Life3/16/201811/1/2021
ActiveJohn Hancock Life Insurance Company (U.S.A.)300132Agent - Health12/4/2011 
ActiveJohn Hancock Life Insurance Company (U.S.A.)300132Agent - Life12/4/2011 
ActiveLincoln National Life Insurance Company (The)301382Agent - Health8/25/2010 
ActiveLincoln National Life Insurance Company (The)301382Agent - Life8/25/2010 
ActiveLincoln National Life Insurance Company (The)301382Agent - Variable Life and Variable Annuities8/25/2010 
InactiveMetLife Investors USA Insurance Company300845Agent - Variable Life and Variable Annuities11/8/200511/20/2009
InactiveMetLife Life and Annuity Company of Connecticut301593Agent - Life1/27/20033/12/2005
InactiveMetLife Life and Annuity Company of Connecticut301593Agent - Variable Life and Variable Annuities1/27/200312/7/2007
ActiveMetropolitan Life Insurance Company301948Agent - Health4/17/2012 
ActiveMetropolitan Life Insurance Company301948Agent - Life4/17/2012 
InactiveNorth American Company for Life and Health Insurance300291Agent - Life9/12/20167/10/2021
ActivePacific Life Insurance Company301848Agent - Life12/3/2010 
ActivePrincipal National Life Insurance Company301926Agent - Life5/24/2018 
ActiveProtective Life Insurance Company300638Agent - Health3/31/2021 
ActiveProtective Life Insurance Company300638Agent - Life3/31/2021 
ActiveProtective Life Insurance Company300638Agent - Variable Life and Variable Annuities3/31/2021 
InactivePruco Life Insurance Company300954Agent - Life3/22/20171/27/2022
ActiveSilverScript Insurance Company663526Agent - Health10/24/2019 
InactiveState Life Insurance Company301497Agent - Health7/21/201612/6/2023
InactiveState Life Insurance Company301497Agent - Life7/21/201612/6/2023
InactiveThe Savings Bank Mutual Life Insurance Company of Massachusetts690290Agent - Life4/22/201411/29/2018
ActiveTransamerica Life Insurance Company300571Agent - Health6/8/2011 
ActiveTransamerica Life Insurance Company300571Agent - Life2/10/2012 
InactiveWellCare Prescription Insurance Inc.654329Agent - Health3/8/20195/14/2021
Designated Individuals
StatusAffiliation NameDOI NumberLine of AuthorityActive DateInactive Date
ActiveAdams, William T 391151Agent - Health6/18/2014 
ActiveAdams, William T 391151Agent - Life6/18/2014 
ActiveBeach, Charles T 391980Agent - Health7/21/2016 
ActiveBeach, Charles T 391980Agent - Life7/21/2016 
ActiveBeach, Charles T 391980Agent - Variable Life and Variable Annuities7/21/2016 
ActiveBlain, Bradford Hart 386773Agent - Health3/21/2012 
ActiveBlain, Bradford Hart 386773Agent - Life3/21/2012 
ActiveBlum, Chelsey 804641Agent - Life9/29/2016 
ActiveBrown West, Tina M 921945Agent - Life8/17/2016 
ActiveCapone, Joseph David 798754Agent - Life6/2/2016 
ActiveCarter, Chad Steven 641866Agent - Life5/10/2016 
ActiveClarke, Charles Jordan 313710Agent - Health10/15/2010 
ActiveClarke, Charles Jordan 313710Agent - Life8/11/2010 
ActiveConder, Timothy X 341025Agent - Life1/5/2017 
ActiveDuncan, David Scott 327881Agent - Health2/16/2010 
ActiveDuncan, David Scott 327881Agent - Life2/16/2010 
ActiveDuncan, David Scott 327881Agent - Variable Life and Variable Annuities3/13/2003 
ActiveEvans, Joseph Carson 390440Agent - Health2/20/2013 
ActiveEvans, Joseph Carson 390440Agent - Life2/20/2013 
ActiveFloyd, Whitney Cathryn Latta 610009Agent - Health4/22/2013 
ActiveFloyd, Whitney Cathryn Latta 610009Agent - Life4/22/2013 
ActiveFuller, Robert Boyd 377127Agent - Health4/21/2015 
ActiveFuller, Robert Boyd 377127Agent - Life4/21/2015 
InactiveGalbraith, Laura B 900050Agent - Life6/7/20174/2/2024
InactiveGoodpaster, Isaac Stephen 641453Agent - Health8/8/20111/31/2022
InactiveGoodpaster, Isaac Stephen 641453Agent - Life8/8/20111/31/2022
ActiveHennessey, Alan Wayne 313289Agent - Life9/29/2016 
InactiveHilliard, Jeffery Mark 318017Agent - Health6/18/20142/1/2016
InactiveHilliard, Jeffery Mark 318017Agent - Life6/18/20142/1/2016
ActiveHouk, David Mckinney 350806Agent - Life4/8/2016 
InactiveHunt, Diana Gray 361711Agent - Life4/13/20163/1/2020
ActiveHunt, Phillip Dale 341787Agent - Health7/14/2014 
ActiveHunt, Phillip Dale 341787Agent - Life7/14/2014 
ActiveIrvin, Cliff-Ed 364764Agent - Life12/11/2019 
ActiveIson, John Leonard 370794Agent - Life1/5/2017 
ActiveJenkins, Robert Hill 374819Agent - Life3/30/2016 
InactiveKearney, Billy Ray 374013Agent - Life8/22/20169/30/2020
ActiveKeen, Stephen Travis 325526Agent - Health10/14/2014 
ActiveKeen, Stephen Travis 325526Agent - Life10/14/2014 
ActiveLamaster, Drew H 614575Agent - Life6/6/2017 
ActiveLatta, William Shelby 307043Agent - Health4/22/2013 
ActiveLatta, William Shelby 307043Agent - Life4/22/2013 
ActiveLindle, Alex P 502097Agent - Life6/6/2017 
ActiveLinville, Chad 566307Agent - Health9/6/2011 
ActiveLinville, Chad 566307Agent - Life9/6/2011 
ActiveLinville, Larry Edward 374423Agent - Health1/9/2012 
ActiveLinville, Larry Edward 374423Agent - Life1/9/2012 
ActiveLovell, William Anderson 394241Agent - Health6/9/2015 
ActiveLovell, William Anderson 394241Agent - Life6/9/2015 
InactiveLoy, Hindman Dwayne 355967Agent - Life12/21/201512/1/2023
InactiveMccleese, Robin 833817Agent - Life3/21/20177/1/2017
ActiveMccormack, Anthony Breen 579120Agent - Life5/16/2017 
ActiveMurphy, Adam Timothy 600972Agent - Health4/17/2015 
ActiveMurphy, Adam Timothy 600972Agent - Life4/17/2015 
ActiveMurphy, Timothy Alan 339107Agent - Health4/10/2015 
ActiveMurphy, Timothy Alan 339107Agent - Life4/10/2015 
InactivePetty, Pamela S 522633Agent - Health10/15/20107/1/2019
InactivePetty, Pamela S 522633Agent - Life10/15/20107/1/2019
ActiveQuinn, Cody J 852945Agent - Life9/19/2016 
ActiveQuinn, Timothy Alan 610017Agent - Health1/12/2011 
ActiveQuinn, Timothy Alan 610017Agent - Life1/12/2011 
ActiveRamsay, Alan James 331941Agent - Health10/26/2011 
ActiveRamsay, Alan James 331941Agent - Life10/26/2011 
DeniedRichmond, Robert R 310336Agent - Health  
DeniedRichmond, Robert R 310336Agent - Life  
ActiveRowland, Gary Thomas 363047Agent - Life5/10/2016 
InactiveRudd, Charles Allen 390804Agent - Life2/2/20167/31/2020
ActiveScalf, Jonathan M 695375Agent - Health7/20/2020 
ActiveScalf, Jonathan M 695375Agent - Life7/20/2020 
ActiveSchlotman, Carl R 392030Agent - Life10/27/2016 
ActiveSchumacher, Charles E 329809Agent - Health6/9/2015 
ActiveSchumacher, Charles E 329809Agent - Life6/9/2015 
ActiveSpeight, Matthew Brent 901959Agent - Life3/9/2017 
ActiveTolle, William Rodney 501630Agent - Health11/16/2012 
ActiveTolle, William Rodney 501630Agent - Life11/16/2012 
ActiveTurner, William Robert 315405Agent - Life4/24/2017 
ActiveVaughn, Stephen C 322869Agent - Health1/12/2011 
ActiveVaughn, Stephen C 322869Agent - Life1/12/2011 
InactiveWalker, Dana Michelle 880718Agent - Life8/2/20167/1/2018
ActiveWarren, Richard Thomas 832587Agent - Life6/2/2016 
InactiveWerner, Robert G 326173Agent - Health10/15/201011/30/2012
InactiveWerner, Robert G 326173Agent - Life8/11/201011/30/2012

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