Agency Information

1ST AMERICAN ESTATE PLANNING, LLC

2650 MCCORMICK DR STE 200S

CLEARWATER, FL 33759

727-216-0859

tduncan@aiasvcs.com

10678673

License Type	License Number	Original Issue Date	Status	Effective Date	Expiration Date
Non-Res. Producer Firm	3529316	03/16/2020	Active	03/16/2020	03/31/2026

Qualification Type	Original Issue Date	Status	Effective Date
Health	03/16/2020	Active	03/16/2020
Life	03/16/2020	Active	03/16/2020

Company Name	Appointment Type	Status	Active Date
153630
AMERICAN LIFE & SECURITY CORP	Life	Active	05/11/2021
144156
Company Name	Appointment Type	Status	Active Date
CARE IMPROVEMENT PLUS SOUTH CENTRAL INSURANCE COMPANY	Health	Active	07/22/2023
389
Company Name	Appointment Type	Status	Active Date
JOHN HANCOCK LIFE INSURANCE COMPANY (USA)	Health	Active	11/27/2020
	Life	Active	11/27/2020
1453
Company Name	Appointment Type	Status	Active Date
NATIONWIDE LIFE AND ANNUITY INSURANCE COMPANY	Health	Active	03/30/2020
	Life	Active	03/30/2020
1142
Company Name	Appointment Type	Status	Active Date
TIER ONE INSURANCE COMPANY	Health	Active	09/16/2022
	Life	Active	09/16/2022
671
Company Name	Appointment Type	Status	Active Date
UNITED AMERICAN INSURANCE COMPANY	Health	Active	11/13/2023
	Life	Active	11/13/2023
161850
Company Name	Appointment Type	Status	Active Date
UNITEDHEALTHCARE BENEFITS OF TEXAS, INC.	Health	Active	07/22/2023
654
Company Name	Appointment Type	Status	Active Date
UNITEDHEALTHCARE INSURANCE COMPANY	Health	Active	07/22/2023

row(s) 1 - 12 of 12

Name	Association Type	Agent	Begin Date	End Date
MARK BURNSIDE GRAHAM	Designated Resp Lic Prdcr	Yes	03/16/2020	-
MATTHEW B GRAHAM	Designated Resp Lic Prdcr	Yes	11/04/2021	-
SCOTT DAVID ELLIOTT	Designated Resp Lic Prdcr	Yes	09/16/2020	-

1 - 3