Broker Check



We are licensed to offer securities in: AZ, CA, FL, GA, MD, NC, SC, SD, TN, TX.


We are licensed to sell insurance in: AL, AZ, CA, CO, FL, GA, LA, MD, MO, NC, NJ, PA, SC, TN, TX.

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

Mark Lerner
Domicile State: Georgia
CA Insurance License No.: 0H69525