Registered Viatical Settlement Brokers and Providers
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1 ROBERT L. EHRLICH, JR GOVERNOR ALFRED W. REDMER, JR. COMMISSIONER MICHAEL S. STEELE LIEUTENANT GOVERNOR JAMES V. MCMAHAN, III DEPUTY COMMISSIONER STATE OF MARYLAND MARYLAND INSURANCE ADMINISTRATION 525 ST. PAUL PLACE, BALTIMORE, MARYLAND Registered Viatical Settlement Brokers and Providers Revised April 28, 2005 Abacus Settlements, LLC Provider (212) Lexington Avenue, Suite 300 New York NY Advanced Planning Services, Inc. Broker (619) State Street, Suite 220 San Diego CA Advanced Settlements, Inc. Broker (800) Park Center Drive, Suite 220 Orlando FL Allegiant Financial, Inc. Broker (305) South Biscayne Blvd., 28th Floor Miami FL Amerilife Settlements (transferred from JNS Broker (410) Ten Timbers Lane Baltimore MD AWA, Inc. Broker (410) Valley Crest Court Owings Mills MD Ballard, Steve A. Broker (847) Kathryn Court Green Oaks IL BISYS Insurance Services, Inc. Broker (717) Crums Mill Road Harrisburg PA Brecka, Gary Eric Life Asset Group, LLC Broker (800) Lincoln Road, #801 Miami Beach FL CMG Surety LLC Provider (239) Collier Center Way, Suite 100 Naples FL Coventry Financial, LLC Broker (215) Valley Green Road Fort Washington PA Coventry First LLC Provider (215) Valley Green Road Fort Washington PA Page 1 of 5
2 Daly, Robert L. Broker (215) Old York Road, Suite 807 Jenkintown PA Eig, Keith Money for Life Broker (301) Wisconsin Avenue, #300 Bethesda MD ELA Settlement Services, LLC Broker (908) Morris Avenue Union NJ Estate Trust, Inc. Broker (410) York Road, Suite 300 Baltimore MD FairMarket Life Settlements Formerly: EQ Life Provider (952) East Lake Street, Suite 333 Wayzata MN Finfer, Robert E. Integrity Settlement Group, Broker (301) Coral Gables Way North Potomac MD Flanagan, Jr., Dennis Broker (305) S. Biscayne Boulevard, 28th floor Miami FL Flanagan, Sr., Michael A. Broker (302) Odessa Professional Park, Suite 210 Dupont Odessa DE Gardner, Carol Ann Broker (949) Rancho Viejo Road, Suite 250 San Juan Capistrano CA Greenberg, Morton P. Broker (303) East Sunrise Trail Parker CO Habersham Funding, LLC Provider (404) East Paces Ferry Road, NE, Terrace Level Atlanta GA Haynie, Lauren B. Broker (800) E.Broward Boulevard, Suite 1135 Ft. Lauderdale FL Integrity Settlement Group, Inc Broker (301) Coral Gables Way N. Potomac MD Jack H. Breskow & Associates, Broker (410) York Road, Suite 200 Lutherville MD John H. Palmer, III Broker (703) Hillwood Avenue, Suite 104 Falls Church VA Jorge Fuentes Broker (703) Chain Bridge Road, N. Tower 3rd Floor McLean VA Page 2 of 5
3 Kelly, Sean Andrew Broker (410) Fairmount Avenue Baltimore MD Knudson, Mark K. Life Settlements 101, Inc. Broker (208) N. Meeker Place, Suite 150 Boise ID Legacy Benefits Corporation Provider (212) Fifth Avenue, Suite 4320 New York NY Libby, Joseph R. Broker (703) University Drive, Suite 200 Fairfax VA Life Equity LLC Provider (330) Executive Parkway, Suite 100 Hudson OH Life Settlement Corporation Peachtree Life Settlements Provider (561) Park of Commerce Boulevard, 140B Boc Raton FL Life Settlement Providers, LLC Provider (410) North Point Road Baltimore MD Life Settlement Solutions, Inc. Provider (858) Spectrum Center Boulevard, Suite 105 San Diego CA Life Settlements Insights, LLC Broker (440) Bainbridge Road, Suite 100 Cleveland OH MAGNA Administrative Services, BMI Companies/BMI Provider (305) S. Dixie Highway, Suite 350 Coral Gables FL Maple Life Financial Inc. Provider (301) Wisconsin Avenue, #350 Bethesda MD McGonnell, Michael S. Broker (800) Universal Boulevard, Suite 680 Orlando FL Mendelsohn, Jason Broker (800) Montclair Circle Apopkee FL Monaghan, Tilghman & Hoyle, Inc. Broker (443) Kenilworth Avenue, Suite 301 Baltimore MD Moore, Steven F. Broker (301) Rockledge Drive, #700 Bethesda MD NFP Securities, Inc. Broker (212) Seventh Avenue, 49th Floor New York NY Page 3 of 5
4 PSA Financial, Inc. Broker (410) York Road Baltimore MD Q Capital Strategies, LLC Provider (212) Third Avenue, 23rd Floor New YorK NY Rumson Capital, Inc. Broker (215) Old York Road, Suite 807 Jenkintown PA Schliefer, Marc S. Broker (301) Woodmont Avenue, Suite 900 Bethesda MD Schumacher, Ted Broker (301) Professional Drive, Suite 134 Gaithersburg MD Seidman, Morton Broker (410) Greenspring Avenue, P.O. Box 408 Owings Mills MD SLS West, LLC Provider (317) S. Main Street Tipton IN Tehan, Timothy R. Broker (301) Snow Point Drive Bethesda MD The Ardan Group, Ltd. Provider (732) St. Joseph Terrace Woodbridge NJ The Life Settlement Alliance, Inc. Broker (800) East Broward Boulevard, Suite 1135 Ft Lauderdale FL Thomas, Harry E. Broker (610) Monument Road, Suite 205 Bala Cynwyd PA Titus, Earl D. Broker (800) East Broward Boulevard, Suite 1135 Ft. Lauderdale FL VESPERS, LLC VESPERS Funding Group Provider (202) th Street, NW, Suite 111 Washington DC Viatical Settlements, Inc. Broker (816) NE Reinking Road Kansas City MO Wachovia Insurance Services, Dining Car Agency; Agency Broker (704) West Trade Street, Suite 1500 Charlotte NC Warring, James D. Broker (301) Rockledge Drive, #700 Bethesda MD Page 4 of 5
5 Watson, Stephen Maclaren Broker (804) West Runswick Drive Richmond VA Wm. Page & Associates, Inc. The LifeLine Program Provider (954) Lakeside Parkway, Suite 925 Tucker GA Provided by Maryland Insurance Administration 525 St. Paul Place Baltimore, MD or TTY This document is available in alternative format upon request from a qualified individual with a disability. Page 5 of 5
Registration Number. Category. Credit Counseling. Non Profit. Credit. Counseling, Non Profit. Credit. Profit. Credit. Counseling and Debt Settlement
Business/ Trade Name Address Registration Number Category Original Registration Date Cancel/Revoke Date Disciplinary Action Advantage Counseling Service, Inc. 2403 Sidney Street Pittsburgh, PA 15203 13
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