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ELEVATE FINANCIAL & INSURANCE SERVICES LLC
Address:
4675 MACARTHUR CT STE 1430
NEWPORT BEACH, CA 92660
Phone
949-577-2578
URL:
Email:
sjp@efinsvcs.com
National Producer Number:
20198849
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License Information
License Type
License Number
Original Issue Date
Status
Effective Date
Expiration Date
Non-Res. Producer Firm
3833078
09/15/2022
Active
09/15/2022
09/30/2025
Qual Information
Qualification Type
Original Issue Date
Status
Effective Date
Health
09/15/2022
Active
09/15/2022
Life
09/15/2022
Active
09/15/2022
5 Appointments
588
Company Name
Appointment Type
Status
Active Date
BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA
Health
Active
12/12/2022
Life
Active
12/12/2022
840
Company Name
Appointment Type
Status
Active Date
GUARDIAN INSURANCE & ANNUITY COMPANY INC
Life
Active
12/12/2022
300
Company Name
Appointment Type
Status
Active Date
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Health
Active
12/12/2022
Life
Active
12/12/2022
1160
Company Name
Appointment Type
Status
Active Date
PENN INSURANCE AND ANNUITY COMPANY
Life
Active
09/15/2022
519
Company Name
Appointment Type
Status
Active Date
PENN MUTUAL LIFE INSURANCE COMPANY
Life
Active
09/15/2022
row(s) 1 - 7 of 7
1 Individual Associations
Name
Association Type
Agent
Begin Date
End Date
STEPHEN JOHN PETERSON
Designated Resp Lic Prdcr
No
09/15/2022
-
1 - 1