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Licenses & Registrations

With combined education in financial services and in-depth knowledge of the ever-changing insurance industry landscape, I can help to provide you with solutions for your unique situation.


We have representatives licensed to sell insurance products in the following jurisdictions: CA, CO, CT, DC, DE, FL, GA, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WI

David Morales, domiciled in CT, California Insurance Lic. #0N08524

We have representatives registered to offer securities in the following jurisdictions: AZ, CA, CT, CO, DE, FL, IL, IN, MA, MD, ME, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, WI