Licensing Information

Regulatory Compliance & Licensing

Our Financial Professionals combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All Financial Professionals must pass exams to obtain a license to sell products in your state.

We have individuals licensed to sell insurance products in the following jurisdictions:

AL, AZ, CA, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI.

We have individuals registered to sell securities in the following jurisdictions:

AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MD, MA, MI, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI.

Gary Kauffman, CA Insurance License #0M48175, domiciled in OH

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

Supervisory Office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050, 717-791-3300.

Dynasty Wealth Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Check the background of your financial services professional here

CRN202706-8638568

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