Agency License Details

  

The license status information shown below represents information taken from the California Department of Insurance (CDI) licensing database at the time of your inquiry. This information may not always be current. For example, items sent to the CDI may be pending review or simply may not have yet been entered into our licensing database. For instance, continuing education hours quoted may not reflect courses taken in the last 45 days. This database will reflect concluded disciplinary actions against licensees. Complaints and ongoing investigations are confidential and, therefore, not available.

Section 12938 (a) of the California Insurance Code, in part, requires the CDI to make all fully executed stipulations, orders, decisions, and settlements available to the public on its Web site. You can search for key documents regarding any enforcement action the department has filed against this licensee on the Enforcement Action Documents Search Page. Please note Enforcement Action Documents (i.e. legal pleadings and orders generated during the enforcement action) are available on this Web site only for enforcement actions taken on or after July 1, 2001. If an enforcement action was taken prior to July 1, 2001, this Web site will only provide a summary description of the enforcement action. Documents relating to actions taken prior to July 1, 2001 may be obtained by submitting a written request to the CDI.

Glossary Terms


Name: CAPITAL FINANCIAL SERVICES, INC.License#: 0759230
License type: Accident and HealthStatus: InactiveStatus Date: 10/23/2003Exp Date: 10/23/2003
License type: Life-OnlyStatus: ActiveStatus Date: 10/23/2003Exp Date: 10/31/2015
License type: Accident and HealthStatus: ActiveStatus Date: 10/23/2003Exp Date: 10/31/2015
License type: Life-OnlyStatus: InactiveStatus Date: 10/23/2003Exp Date: 10/23/2003
License type: Variable ContractsStatus: InactiveStatus Date: 10/23/2003Exp Date: 10/23/2003
License type: Variable ContractsStatus: ActiveStatus Date: 10/23/2003Exp Date: 10/31/2015
Business Address: 1550 E. SHAW AVENUE, #120 FRESNO, CA 93710

Company Appointments
This licensee is authorized to transact on behalf of the following insurers:
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICAFor: Accident and HealthEffective: 06/10/2009
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICAFor: Life-OnlyEffective: 06/10/2009
ALLSTATE LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 04/02/2007
AMERICAN GENERAL LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 12/16/2004
AMERICAN GENERAL LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 12/16/2004
AMERICAN UNITED LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 07/13/2009
AMERICAN UNITED LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 07/13/2009
AMERITAS LIFE INSURANCE CORP.For: Accident and HealthEffective: 08/26/2005
AMERITAS LIFE INSURANCE CORP.For: Life-OnlyEffective: 08/26/2005
AXA EQUITABLE LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 01/07/2008
BANNER LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 12/27/2011
C.M. LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 04/17/2006
C.M. LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 04/17/2006
FORETHOUGHT LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 06/04/2013
FORETHOUGHT LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 06/04/2013
GENWORTH LIFE AND ANNUITY INSURANCE COMPANYFor: Accident and HealthEffective: 01/01/2007
GENWORTH LIFE AND ANNUITY INSURANCE COMPANYFor: Life-OnlyEffective: 01/01/2007
GENWORTH LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 07/12/2006
GENWORTH LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 07/12/2006
GOLDEN RULE INSURANCE COMPANYFor: Accident and HealthEffective: 12/22/2006
GOLDEN RULE INSURANCE COMPANYFor: Life-OnlyEffective: 12/22/2006
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANYFor: Life-OnlyEffective: 10/16/2013
HARTFORD LIFE AND ANNUITY INSURANCE COMPANYFor: Accident and HealthEffective: 06/07/2007
HARTFORD LIFE AND ANNUITY INSURANCE COMPANYFor: Life-OnlyEffective: 06/07/2007
HARTFORD LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 06/07/2007
HARTFORD LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 06/07/2007
ING LIFE INSURANCE AND ANNUITY COMPANYFor: Life-OnlyEffective: 04/19/2007
ING USA ANNUITY AND LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 09/20/2013
ING USA ANNUITY AND LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 09/20/2013
INTEGRITY LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 11/06/2006
INTEGRITY LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 11/06/2006
JACKSON NATIONAL LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 01/23/2006
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)For: Accident and HealthEffective: 06/11/2004
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)For: Life-OnlyEffective: 06/11/2004
LINCOLN BENEFIT LIFE COMPANYFor: Accident and HealthEffective: 10/25/2005
LINCOLN BENEFIT LIFE COMPANYFor: Life-OnlyEffective: 10/25/2005
LINCOLN NATIONAL LIFE INSURANCE COMPANY (THE)For: Accident and HealthEffective: 02/17/2005
LINCOLN NATIONAL LIFE INSURANCE COMPANY (THE)For: Life-OnlyEffective: 02/17/2005
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 04/17/2006
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 04/17/2006
METLIFE INSURANCE COMPANY OF CONNECTICUTFor: Accident and HealthEffective: 11/08/2004
METLIFE INSURANCE COMPANY OF CONNECTICUTFor: Life-OnlyEffective: 11/08/2004
METLIFE INVESTORS INSURANCE COMPANYFor: Accident and HealthEffective: 01/16/2008
METLIFE INVESTORS INSURANCE COMPANYFor: Life-OnlyEffective: 01/16/2008
METLIFE INVESTORS USA INSURANCE COMPANYFor: Accident and HealthEffective: 01/16/2008
METLIFE INVESTORS USA INSURANCE COMPANYFor: Life-OnlyEffective: 01/16/2008
METROPOLITAN LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 05/17/2005
METROPOLITAN LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 05/17/2005
MIDLAND NATIONAL LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 08/02/2006
MIDLAND NATIONAL LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 08/02/2006
MINNESOTA LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 04/20/2010
MINNESOTA LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 04/20/2010
NATIONAL LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 03/08/2007
NATIONAL LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 03/08/2007
NATIONWIDE LIFE AND ANNUITY INSURANCE COMPANYFor: Life-OnlyEffective: 03/12/2007
NATIONWIDE LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 03/01/2007
NATIONWIDE LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 03/01/2007
NEW YORK LIFE INSURANCE AND ANNUITY CORPORATIONFor: Accident and HealthEffective: 04/10/2007
NEW YORK LIFE INSURANCE AND ANNUITY CORPORATIONFor: Life-OnlyEffective: 04/10/2007
OHIO NATIONAL LIFE INSURANCE COMPANY (THE)For: Accident and HealthEffective: 05/15/2007
OHIO NATIONAL LIFE INSURANCE COMPANY (THE)For: Life-OnlyEffective: 05/15/2007
PACIFIC LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 11/30/2005
PACIFIC LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 11/30/2005
PENN INSURANCE AND ANNUITY COMPANY (THE)For: Accident and HealthEffective: 04/30/2007
PENN INSURANCE AND ANNUITY COMPANY (THE)For: Life-OnlyEffective: 04/30/2007
PENN MUTUAL LIFE INSURANCE COMPANY (THE)For: Accident and HealthEffective: 04/30/2007
PENN MUTUAL LIFE INSURANCE COMPANY (THE)For: Life-OnlyEffective: 04/30/2007
PRINCIPAL LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 11/13/2006
PRINCIPAL LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 11/13/2006
PRINCIPAL NATIONAL LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 04/17/2013
PRUCO LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 03/29/2004
PRUCO LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 03/29/2004
PRUDENTIAL ANNUITIES LIFE ASSURANCE CORPORATIONFor: Accident and HealthEffective: 06/22/2006
PRUDENTIAL ANNUITIES LIFE ASSURANCE CORPORATIONFor: Life-OnlyEffective: 06/22/2006
PRUDENTIAL INSURANCE COMPANY OF AMERICA (THE)For: Accident and HealthEffective: 02/03/2006
PRUDENTIAL INSURANCE COMPANY OF AMERICA (THE)For: Life-OnlyEffective: 02/03/2006
RELIASTAR LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 10/17/2013
RELIASTAR LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 10/17/2013
SAVINGS BANK LIFE INSURANCE COMPANY OF MASSACHUSETTS (THE)For: Life-OnlyEffective: 04/04/2013
SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.)For: Life-OnlyEffective: 04/21/2004
SUN LIFE ASSURANCE COMPANY OF CANADAFor: Accident and HealthEffective: 12/15/2004
SUN LIFE ASSURANCE COMPANY OF CANADAFor: Life-OnlyEffective: 12/15/2004
SYMETRA LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 04/05/2005
SYMETRA LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 04/05/2005
TRANSAMERICA LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 08/24/2006
TRANSAMERICA LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 08/24/2006
WEST COAST LIFE INSURANCE COMPANYFor: Accident and HealthEffective: 04/20/2005
WEST COAST LIFE INSURANCE COMPANYFor: Life-OnlyEffective: 04/20/2005

Records 1 to 97


If you have any questions about the license information you retrieved, please see the most commonly asked questions in our License Questions and Answers section. If you need further assistance, please call CDI's Producer License Bureau at (800) 967-9331 or (916) 322-3555, or send an e-mail to Producer Licensing Bureau Please be sure to include your name, license number, e-mail address and telephone number in all correspondence with the Department.

Need Help?


Last Revised - November 11, 2012 07:14 AM
Copyright © California Department of Insurance