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DEPARTMENT OF INSURANCE
Affiliations
Name
RetireOne Investment Services, LLC
DOIID
896601
NAIC NPN
17755542
License - Line of Authority Information
Status
Residency
Class
Line of Authority
Active Date
Inactive Date
License Expiration Date
Active
Resident
Administrator
Not Applicable
3/27/2024
3/31/2027
Active
Resident
Agent
Health
7/17/2023
3/31/2027
Active
Resident
Agent
Variable Life and Variable Annuities
10/23/2015
3/31/2027
Active
Resident
Agent
Life
10/23/2015
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
Administrator
01/15/2025
03/31/2025
03/16/2025
03/16/2025
Yes
Agent
01/15/2025
03/31/2025
03/21/2025
03/21/2025
Yes
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
6/2/2016
5/1/2023
Active
Allianz Life Insurance Company of North America
301791
Agent - Life
6/2/2016
Active
Allianz Life Insurance Company of North America
301791
Agent - Variable Life and Variable Annuities
6/2/2016
Active
American Equity Investment Life Insurance Company
300389
Agent - Life
1/6/2020
Active
American General Life Insurance Company
301585
Agent - Life
12/12/2019
Active
American General Life Insurance Company
301585
Agent - Variable Life and Variable Annuities
12/12/2019
Inactive
Ameritas Life Insurance Corporation
300126
Agent - Life
12/30/2021
12/31/2024
Inactive
Ameritas Life Insurance Corporation
300126
Agent - Variable Life and Variable Annuities
12/30/2021
12/31/2024
Inactive
Brighthouse Life Insurance Company
301829
Agent - Health
6/22/2016
5/1/2023
Active
Brighthouse Life Insurance Company
301829
Agent - Life
6/22/2016
Active
Brighthouse Life Insurance Company
301829
Agent - Variable Life and Variable Annuities
6/22/2016
Active
Eagle Life Insurance Company
701261
Agent - Life
2/4/2025
Inactive
Empower Annuity Insurance Company of America
300259
Agent - Life
9/10/2020
9/12/2022
Inactive
Empower Annuity Insurance Company of America
300259
Agent - Variable Life and Variable Annuities
9/10/2020
9/12/2022
Active
Equitable Financial Life Insurance Company
300808
Agent - Variable Life and Variable Annuities
10/31/2019
Active
Fortitude Life Insurance & Annuity Company
301503
Agent - Life
9/24/2024
Active
Fortitude Life Insurance & Annuity Company
301503
Agent - Variable Life and Variable Annuities
9/24/2024
Inactive
Genworth Life and Annuity Insurance Company
301276
Agent - Health
11/14/2024
12/12/2024
Inactive
Genworth Life and Annuity Insurance Company
301276
Agent - Life
11/14/2024
12/12/2024
Active
Jackson National Life Insurance Company
300486
Agent - Life
11/18/2019
Active
Jackson National Life Insurance Company
300486
Agent - Variable Life and Variable Annuities
11/18/2019
Inactive
Lincoln National Life Insurance Company (The)
301382
Agent - Health
6/24/2020
5/1/2023
Active
Lincoln National Life Insurance Company (The)
301382
Agent - Life
6/24/2020
Active
Lincoln National Life Insurance Company (The)
301382
Agent - Variable Life and Variable Annuities
6/24/2020
Active
Midland National Life Insurance Company
300923
Agent - Life
9/10/2024
Active
Midland National Life Insurance Company
300923
Agent - Variable Life and Variable Annuities
9/10/2024
Inactive
Nationwide Life Insurance Company
300495
Agent - Health
12/31/2019
5/1/2023
Active
Nationwide Life Insurance Company
300495
Agent - Life
12/31/2019
Active
Nationwide Life Insurance Company
300495
Agent - Variable Life and Variable Annuities
12/31/2019
Inactive
Nationwide Life and Annuity Insurance Company
300714
Agent - Health
12/31/2019
5/1/2023
Active
Nationwide Life and Annuity Insurance Company
300714
Agent - Life
12/31/2019
Active
Nationwide Life and Annuity Insurance Company
300714
Agent - Variable Life and Variable Annuities
12/31/2019
Active
Pacific Life Insurance Company
301848
Agent - Life
7/26/2016
Active
Pacific Life Insurance Company
301848
Agent - Variable Life and Variable Annuities
7/26/2016
Inactive
Protective Life Insurance Company
300638
Agent - Health
9/20/2016
5/1/2023
Active
Protective Life Insurance Company
300638
Agent - Life
9/20/2016
Active
Protective Life Insurance Company
300638
Agent - Variable Life and Variable Annuities
9/20/2016
Active
Pruco Life Insurance Company
300954
Agent - Life
6/14/2016
Active
Pruco Life Insurance Company
300954
Agent - Variable Life and Variable Annuities
6/14/2016
Active
Security Benefit Life Insurance Company
300583
Agent - Life
12/24/2019
Active
Security Benefit Life Insurance Company
300583
Agent - Variable Life and Variable Annuities
12/24/2019
Inactive
Talcott Resolution Life Insurance Company
301759
Agent - Health
5/20/2016
5/1/2023
Active
Talcott Resolution Life Insurance Company
301759
Agent - Life
5/20/2016
Active
Talcott Resolution Life Insurance Company
301759
Agent - Variable Life and Variable Annuities
5/20/2016
Inactive
Talcott Resolution Life and Annuity Insurance Company
300932
Agent - Health
5/20/2016
5/1/2023
Active
Talcott Resolution Life and Annuity Insurance Company
300932
Agent - Life
5/20/2016
Active
Talcott Resolution Life and Annuity Insurance Company
300932
Agent - Variable Life and Variable Annuities
5/20/2016
Active
Transamerica Life Insurance Company
300571
Agent - Life
12/3/2019
Active
Transamerica Life Insurance Company
300571
Agent - Variable Life and Variable Annuities
12/3/2019
Designated Individuals
Status
Affiliation Name
DOI Number
Line of Authority
Active Date
Inactive Date
Inactive
Bain, Robert Alan
912112
Agent - Health
7/24/2018
10/18/2019
Inactive
Bain, Robert Alan
912112
Agent - Life
7/16/2018
10/18/2019
Inactive
Bain, Robert Alan
912112
Agent - Variable Life and Variable Annuities
7/16/2018
10/18/2019
Denied
Balestriere, David Christopher
829624
Agent - Health
Denied
Balestriere, David Christopher
829624
Agent - Life
Denied
Balestriere, David Christopher
829624
Agent - Variable Life and Variable Annuities
Denied
Beattie, William Calvin
943386
Agent - Health
Denied
Beattie, William Calvin
943386
Agent - Life
Denied
Beattie, William Calvin
943386
Agent - Variable Life and Variable Annuities
Denied
Chaze, Kristine D
615555
Agent - Health
Inactive
Chaze, Kristine D
615555
Agent - Life
7/25/2016
3/22/2019
Inactive
Chaze, Kristine D
615555
Agent - Variable Life and Variable Annuities
7/25/2016
3/22/2019
Denied
Cote, Michael R
362763
Agent - Life
Active
Cremieux, Chad R
1360630
Agent - Health
11/12/2024
Active
Cremieux, Chad R
1360630
Agent - Life
11/12/2024
Active
Cremieux, Chad R
1360630
Agent - Variable Life and Variable Annuities
11/12/2024
Denied
Crouch, Grant David
1362346
Agent - Life
Denied
Crouch, Grant David
1362346
Agent - Variable Life and Variable Annuities
Denied
Edelman, Fredric Mark
375882
Agent - Health
Inactive
Edelman, Fredric Mark
375882
Agent - Life
5/4/2016
8/19/2019
Inactive
Edelman, Fredric Mark
375882
Agent - Variable Life and Variable Annuities
5/4/2016
8/19/2019
Denied
Eitzel, Lisa O Lear
878495
Agent - Health
Denied
Eitzel, Lisa O Lear
878495
Agent - Life
Denied
Eitzel, Lisa O Lear
878495
Agent - Variable Life and Variable Annuities
Denied
Forsyth, Christian E
955444
Agent - Health
Denied
Forsyth, Christian E
955444
Agent - Life
Denied
Forsyth, Christian E
955444
Agent - Variable Life and Variable Annuities
Denied
Garvey, Kevin Gerard
829626
Agent - Health
Denied
Garvey, Kevin Gerard
829626
Agent - Life
Denied
Garvey, Kevin Gerard
829626
Agent - Variable Life and Variable Annuities
Denied
Greenspon, Joan
890606
Agent - Health
Denied
Greenspon, Joan
890606
Agent - Life
Denied
Greenspon, Joan
890606
Agent - Variable Life and Variable Annuities
Denied
Gulosh, Jason Michael
689711
Agent - Health
Denied
Gulosh, Jason Michael
689711
Agent - Life
Denied
Hamilton, Jennifer Lynn
1344509
Agent - Health
Denied
Hamilton, Jennifer Lynn
1344509
Agent - Life
Denied
Hamilton, Jennifer Lynn
1344509
Agent - Variable Life and Variable Annuities
Inactive
Johnson, Marie Angella
889058
Agent - Health
5/4/2016
8/19/2019
Inactive
Johnson, Marie Angella
889058
Agent - Life
5/4/2016
8/19/2019
Denied
Johnson, Marie Angella
889058
Agent - Variable Life and Variable Annuities
Denied
Kowal, Jan Eric
916767
Agent - Health
Denied
Kowal, Jan Eric
916767
Agent - Life
Denied
Kowal, Jan Eric
916767
Agent - Variable Life and Variable Annuities
Active
Mercier, Edward J
1332323
Administrator - Not Applicable
3/27/2024
Denied
Muhammed, Michelle Vincent
799940
Agent - Life
Denied
Muhammed, Michelle Vincent
799940
Agent - Variable Life and Variable Annuities
Inactive
Ramsey, Cindy Embry
363452
Agent - Health
7/17/2023
10/23/2024
Inactive
Ramsey, Cindy Embry
363452
Agent - Life
5/26/2023
10/23/2024
Inactive
Ramsey, Cindy Embry
363452
Agent - Variable Life and Variable Annuities
5/26/2023
10/23/2024
Denied
Saxon, Jonathan Michael
829625
Agent - Health
Denied
Saxon, Jonathan Michael
829625
Agent - Life
Denied
Saxon, Jonathan Michael
829625
Agent - Variable Life and Variable Annuities
Inactive
Sheehan, David Thomas
817734
Agent - Health
10/23/2015
8/19/2019
Inactive
Sheehan, David Thomas
817734
Agent - Life
10/23/2015
8/19/2019
Inactive
Sheehan, David Thomas
817734
Agent - Variable Life and Variable Annuities
10/23/2015
8/19/2019
Active
Speece, Eric J
385602
Agent - Health
11/14/2024
Active
Speece, Eric J
385602
Agent - Life
11/14/2024
Active
Speece, Eric J
385602
Agent - Variable Life and Variable Annuities
11/14/2024
Active
Ward, Larry P
1365314
Agent - Life
11/14/2024
Active
Ward, Larry P
1365314
Agent - Variable Life and Variable Annuities
11/14/2024
Denied
Wollick, Matthew Charles
767247
Agent - Health
Denied
Wollick, Matthew Charles
767247
Agent - Life
Denied
Wollick, Matthew Charles
767247
Agent - Variable Life and Variable Annuities
Denied
Zephir, Ashley S
955335
Agent - Health
Denied
Zephir, Ashley S
955335
Agent - Life
Denied
Zephir, Ashley S
955335
Agent - Variable Life and Variable Annuities
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