Broker Check


Our Financial Advisors combine their education in financial services with their knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All Financial Advisors must pass comprehensive exams to obtain a license to sell products in your state.

We are licensed to sell insurance products in the following jurisdictions:

Arizona, California, Colorado, Florida, Georgia, Kansas, Maryland, Michigan, Missouri, New Mexico, New York, North Carolina, Ohio, Oklahoma, Tennessee, Texas, Utah, Virginia, Washington, Wyoming.

California Insurance Licensing 
Peter Lewis, State of domicile - Texas.
DBA filed in CA, The Lewis Group.
CA Insurance License # 0C76733.

We also have agents licensed to sell securities in the following jurisdictions:

California, Colorado, Florida, Georgia, Illinois, Kansas, Louisiana, Maine, Maryland, Michigan, Minnesota, Missouri, Nevada, New Mexico, North Carolina, Nevada, Ohio, Oklahoma, Oregon,  South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming.

We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.