Agency Information

FORTUNE PRIVATE CLIENT GROUP INC

Address:

3108 FLAVIN LN

PEBBLE BEACH, CA 93953

Phone

650-759-6497

URL:

Email:

sweta_shah@northeastprivate.com

National Producer Number:

18744979

License Type	License Number	Original Issue Date	Status	Effective Date	Expiration Date
Non-Res. Producer Firm	3327847	04/02/2018	Active	04/02/2018	04/30/2027

Qualification Type	Original Issue Date	Status	Effective Date
Health	02/16/2024	Active	02/16/2024
Life	04/02/2018	Active	04/02/2018

Company Name	Appointment Type	Status	Active Date
588
BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA	Life	Active	05/22/2018
840
Company Name	Appointment Type	Status	Active Date
GUARDIAN INSURANCE & ANNUITY COMPANY INC	Life	Active	05/22/2018
300
Company Name	Appointment Type	Status	Active Date
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	Life	Active	05/22/2018

row(s) 1 - 3 of 3

Name	Association Type	Agent	Begin Date	End Date
BERNARD GARRETT STOLTZ	Designated Resp Lic Prdcr	Yes	03/12/2021	-
MICHAEL GARRETT STOLTZ	Designated Resp Lic Prdcr	No	02/16/2024	-

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