PPC Agencies
PPC Services
Open Records
Leadership
Internships
PPC News
DEPARTMENT OF INSURANCE
Affiliations
Name
PMTZ, LLC
DBA : Legacy Financial Advisors
DOIID
607346
NAIC NPN
8449157
License - Line of Authority Information
Status
Residency
Class
Line of Authority
Active Date
Inactive Date
License Expiration Date
Inactive
Resident
Agent
Health
4/28/2005
3/31/2007
Inactive
Resident
Agent
Life
4/28/2005
3/31/2007
Inactive
Resident
Agent
Variable Life and Variable Annuities
4/28/2005
3/31/2007
* 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
Status
Affiliation Name
DOI Number
Line of Authority
Active Date
Inactive Date
Inactive
Allianz Life Insurance Company of North America
301791
Agent - Health
8/23/2005
7/27/2006
Inactive
Allianz Life Insurance Company of North America
301791
Agent - Life
8/23/2005
7/27/2006
Inactive
Allianz Life Insurance Company of North America
301791
Agent - Variable Life and Variable Annuities
8/23/2005
3/31/2007
Inactive
American General Life Insurance Company
301585
Agent - Health
8/26/2005
3/31/2007
Inactive
American General Life Insurance Company
301585
Agent - Life
8/26/2005
3/31/2007
Inactive
American General Life Insurance Company
301585
Agent - Variable Life and Variable Annuities
8/26/2005
3/31/2007
Inactive
General American Life Insurance Company
300280
Agent - Health
2/6/2006
3/31/2007
Inactive
General American Life Insurance Company
300280
Agent - Life
2/6/2006
3/31/2007
Inactive
Genworth Life Insurance Company
300623
Agent - Health
9/14/2005
3/31/2007
Inactive
Genworth Life Insurance Company
300623
Agent - Life
9/14/2005
3/31/2007
Inactive
Genworth Life and Annuity Insurance Company
301276
Agent - Health
9/14/2005
3/31/2007
Inactive
Genworth Life and Annuity Insurance Company
301276
Agent - Life
9/14/2005
3/31/2007
Inactive
Genworth Life and Annuity Insurance Company
301276
Agent - Variable Life and Variable Annuities
9/14/2005
3/31/2007
Inactive
Integrity Life Insurance Company
301687
Agent - Life
9/13/2005
3/31/2007
Inactive
Jackson National Life Insurance Company
300486
Agent - Life
9/8/2005
3/31/2007
Inactive
John Hancock Life Insurance Company
300821
Agent - Health
9/14/2005
3/31/2007
Inactive
John Hancock Life Insurance Company
300821
Agent - Life
9/14/2005
3/31/2007
Inactive
John Hancock Life Insurance Company
300821
Agent - Variable Life and Variable Annuities
2/2/2006
3/31/2007
Inactive
John Hancock Life Insurance Company (U.S.A.)
300132
Agent - Health
10/6/2005
3/31/2007
Inactive
John Hancock Life Insurance Company (U.S.A.)
300132
Agent - Life
10/6/2005
3/31/2007
Inactive
John Hancock Life Insurance Company (U.S.A.)
300132
Agent - Variable Life and Variable Annuities
2/2/2006
3/31/2007
Inactive
John Hancock Variable Life Insurance Company
301914
Agent - Life
9/14/2005
3/31/2007
Inactive
John Hancock Variable Life Insurance Company
301914
Agent - Variable Life and Variable Annuities
2/2/2006
3/31/2007
Inactive
MetLife Investors USA Insurance Company
300845
Agent - Health
2/6/2006
3/31/2007
Inactive
MetLife Investors USA Insurance Company
300845
Agent - Life
2/6/2006
3/31/2007
Inactive
MetLife Investors USA Insurance Company
300845
Agent - Variable Life and Variable Annuities
3/14/2006
3/31/2007
Inactive
MetLife Life and Annuity Company of Connecticut
301593
Agent - Life
9/7/2005
12/4/2006
Inactive
Metropolitan Life Insurance Company
301948
Agent - Health
8/18/2005
3/31/2007
Inactive
Metropolitan Life Insurance Company
301948
Agent - Life
8/18/2005
3/31/2007
Inactive
Pacific Life Insurance Company
301848
Agent - Life
8/30/2005
3/31/2007
Inactive
Pacific Life Insurance Company
301848
Agent - Variable Life and Variable Annuities
8/30/2005
3/31/2007
Inactive
Principal Life Insurance Company
300129
Agent - Health
9/13/2005
3/31/2007
Inactive
Principal Life Insurance Company
300129
Agent - Life
9/13/2005
3/31/2007
Inactive
ReliaStar Life Insurance Company
301712
Agent - Life
8/30/2005
3/31/2007
Inactive
Security Life of Denver Insurance Company
300648
Agent - Life
8/30/2005
3/31/2007
Inactive
Standard Insurance Company
300185
Agent - Health
4/14/2006
3/31/2007
Inactive
Standard Insurance Company
300185
Agent - Life
4/14/2006
3/31/2007
Inactive
Sun Life Assurance Company of Canada
301811
Agent - Health
2/24/2006
3/31/2007
Inactive
Sun Life Assurance Company of Canada
301811
Agent - Life
2/24/2006
3/31/2007
Inactive
Voya Retirement Insurance and Annuity Company
300643
Agent - Life
3/16/2006
3/31/2007
Inactive
Voya Retirement Insurance and Annuity Company
300643
Agent - Variable Life and Variable Annuities
3/16/2006
3/31/2007
Designated Individuals
Status
Affiliation Name
DOI Number
Line of Authority
Active Date
Inactive Date
Inactive
Lucas, P Trent
368202
Agent - Health
4/28/2005
3/31/2007
Inactive
Lucas, P Trent
368202
Agent - Life
4/28/2005
3/31/2007
Inactive
Lucas, P Trent
368202
Agent - Variable Life and Variable Annuities
4/28/2005
3/31/2007
Inactive
Maisel, Michael J
519899
Agent - Health
4/28/2005
3/31/2007
Inactive
Maisel, Michael J
519899
Agent - Life
4/28/2005
3/31/2007
Inactive
Maisel, Michael J
519899
Agent - Variable Life and Variable Annuities
4/28/2005
3/31/2007
Inactive
Sartori, Paul Anthony
388119
Agent - Health
4/28/2005
3/31/2007
Inactive
Sartori, Paul Anthony
388119
Agent - Life
4/28/2005
3/31/2007
Inactive
Sartori, Paul Anthony
388119
Agent - Variable Life and Variable Annuities
4/28/2005
3/31/2007
Inactive
Zapp, Brad Robert
536760
Agent - Health
4/28/2005
3/31/2007
Inactive
Zapp, Brad Robert
536760
Agent - Life
4/28/2005
3/31/2007
Inactive
Zapp, Brad Robert
536760
Agent - Variable Life and Variable Annuities
4/28/2005
3/31/2007
© Commonwealth of Kentucky. All rights reserved.