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We are licensed to sell insurance in California and Nevada.
We are registered to sell securities in California, Nevada
and Ohio.
We cannot communicate with, nor respond to requests from,
users who reside in jurisdictions where we are not licensed
to conduct insurance and/or securities business.
Securities, investment advisory, and financial planning
services offered through duly authorized Registered Representatives
of Linsco/Private Ledger, a Registered Investment Advisor,
member FINRA
/ SIPC.
California Insurance Licenses:
- Rachel Owens; Tri-Circle Financial Group; domicile:
California; California Insurance License #0714190
- William Sornstein; Tri-Circle Financial Group; domicile:
California; California Insurance License #0539924
- Edward T. Motley; Tri-Circle Financial Group; domicile:
California; California Insurance License #0D32089
- Tri-Circle Financial Group, Inc.; domicile: California;
California Insurance License #0F23505
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Edward T. Motley is a Registered Principal and Rachel Owens
and William Sornstein are Registered Representatives with and Securities and
Financial Planning offered through Linsco/Private Ledger (LPL), a Registered
Investment Advisor, member FINRA / SIPC.
The Linsco/Private Ledger registered representatives associated
with this site may only discuss and/or transact securities business with
residents
of the following states: California, Nevada and Ohio.
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