GS0361: PROVIDING INSURANCE, FINANCIAL AND INVESTMENT SERVICES, namely, GROUP AND INDIVIDUAL LIFE, DISABILITY, ACCIDENT, CRITICAL CARE, PET, VISION, HOSPITAL INDEMNITY, AND DENTAL INSURANCE UNDERWRITING SERVICES; RETIREMENT PLANNING SERVICES, namely, FINANCIAL PLANNING FOR RETIREMENT; RETIREMENT INVESTMENT FUND MANAGEMENT; ACTUARIAL SERVICES; INSURANCE ADMINISTRATION; FINANCIAL ANALYSIS AND CONSULTATION; FINANCIAL ASSET MANAGEMENT; ANNUITY UNDERWRITING AND ADMINISTRATION; INSURANCE AND SECURITIES BROKERAGE; ADMINISTRATION OF EMPLOYEE BENEFIT PLANS CONCERNING INSURANCE AND FINANCE; FIDUCIARY REPRESENTATIVE SERVICES; ELECTRONIC FUNDS TRANSFERS; INVESTMENT ADVICE; INVESTMENT MANAGEMENT; MONEY MANAGEMENT; INVESTMENT FUND MANAGEMENT; RETIREMENT INVESTMENT MANAGEMENT; PROVIDING INFORMATION IN THE FIELDS OF INSURANCE, FINANCIAL, AND INVESTMENT SERVICES VIA A GLOBAL COMPUTER NETWORK; MANAGING, ADVISING ON AND ADMINISTERING A NETWORK OF FINANCIAL, INSURANCE, INVESTMENT, RETIREMENT AND ANNUITY ADVISORS AND AGENTS
Case File Event Statements
11/8/2021 - 2 years ago
1 - NEW APPLICATION ENTEREDType:NWAP
4/22/2022 - 2 years ago
6 - TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVEDType:REAP