Credentials & transparency

Virginia DHP public license lookup shows medicine license 0101254294 as Current Active, expiring March 31, 2028.

ABIM Internal Medicine board-certification certificate is on file. Current certification status can be checked through ABMS Certification Matters or ABIM.

Florida DFS provider status and course approval evidence are on file, most recently the Annuity Best-Interest Update Training (1 Hour) approval, Course ID #138995, approved July 8, 2026 (/credentials/fl-dfs-course-138995.pdf). This entry does not by itself open enrollment, certificates, roster reporting, or launch gates.

Georgia provider and instructor evidence is on file. Georgia course reviews are tracked separately and should not be treated as approved unless a course-specific approval exists.

Texas CE courses are certified and live — ethics, annuity best-interest, LTC initial, and LTC ongoing. Provider registration is on file through June 17, 2028.

Arizona SBS approval emails list provider 500033140 and approve ethics, annuity, LTC initial, and LTC ongoing CE courses effective June 29, 2026 and expiring June 29, 2028. A separate provider-application approval letter was not located in this Gmail pass.

Idaho SBS approval emails list provider 500033128 and approve ethics, annuity, LTC initial, and LTC ongoing CE courses expiring May 31, 2028. A separate provider-application approval letter was not located in this Gmail pass.

Vermont provider approval is on file; individual Vermont CE course approvals are tracked separately and are not treated as approved until each written course approval is received.

Alabama provider renewal remains separate from course approval and should be checked before relying on future renewal dates.

Evidence on file covers approved South Carolina ethics and annuity CE courses. LTC course approvals are tracked separately.

South Dakota provider approval is on file, and SBS approval emails cover annuity, LTC initial, and LTC ongoing CE courses effective July 2, 2026 and expiring July 2, 2028.

Mississippi CE course reviews are in progress with the Mississippi Insurance Department; no Mississippi course is treated as approved until its written course approval is on file.

SBS/Pearson provider-approval email confirms Missouri CE provider approval effective June 22, 2026. No official Missouri course-approval letter was found in this Gmail pass.

New Mexico LTC initial and ongoing course approvals are on file. Other New Mexico course gates remain separate.

Montana CSI/SBS course approvals dated July 8, 2026 (effective through July 8, 2028): ethics 3hr #6000221206, annuity best-interest 4hr #6000221214, LTC initial 8hr #6000221200, LTC ongoing 4hr #6000221195. Pearson issued Course Approval Confirmation Notices for the LTC courses the same day.

North Dakota SBS approvals cover the four individual CE courses (ethics #6000220088, annuity #6000220100, LTC initial #6000220087, LTC ongoing #6000220101) and, by Course Approval Letter dated July 8, 2026, the 24-Hour Producer CE Bundle #6000221240 (24.00 credits: 21 general + 3 ethics; expires March 31, 2027). Bundle approval letter: /credentials/nd-nisd-bundle-6000221240.pdf.

SBS instructor-approval email confirms Ankur Fadia as Oklahoma instructor 174478 for provider 500033127 on June 25, 2026. Course approvals remain separate.

DISB/SBS course approvals dated July 8, 2026 (effective through May 31, 2027): ethics 3hr #6000221192, annuity suitability 4hr #6000221182, LTC initial 8hr #6000221191, LTC ongoing 4hr #6000221179. Course-approval evidence: /credentials/dc-disb-courses-500033170.pdf.

Utah Insurance Department course approvals emailed July 8, 2026: ethics 3hr #46906, annuity best-interest 4hr #46907, LTC Partnership/Initial 8hr #46908, LTC ongoing 4hr #46909 (effective July 1, 2026; completed credits post to Sircon within 14 days). Course-approval evidence: /credentials/ut-uid-courses-209743.pdf.

Tennessee LTC (initial and ongoing) course approvals are on file. Ethics and annuity are tracked separately and are not treated as approved until each written course approval is received.