Licensing

In-depth knowledge of the ever-changing insurance industry landscape.

Our financial services representatives 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 services representatives must pass comprehensive exams to obtain a license to sell products in your state.

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

Alaska
Alabama
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District Of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
South Carolina
Washington
West Virgina
Wisconsin
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia

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

Alaska
Alabama
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District Of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Missouri
Mississippi
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Wisconsin
Utah
Vermont
Virginia
Washington
West Virginia

California Insurance Licensing

Melinda Adams, domiciled in Texas, California Insurance License #4288701
George Phelps Becknell III, domiciled in Texas, California Insurance License# 0766089
Travis Cloud, domiciled in Texas, California Insurance License #0152032
Todd Cox, domiciled in Texas, California Insurance License #4433480
Joseph Croshaw, domiciled in Texas, California Insurance License #0M61658
Jay R. Eagan, domiciled in Texas, California Insurance License # 0C58123
Pamela Green, domiciled in Texas, California Insurance License #K0D98680
Bobak Khodaie, domiciled in New Mexico, California Insurance License #0M18160
Francis Dale Leidinger, domiciled in Texas, California Insurance Producer License #4339724
Nicholas “Nik” Lewis, domiciled in Texas, California Insurance Producer License #4327990
Peter “Pete” Lewis, domiciled in Texas, California Insurance Producer License #0C76733
Logan Lippert, domiciled in New Mexico, California Insurance Producer License #0N00957
Frank Marra, Domiciled in Texas, California Insurance License #4030886
Charles Matt, domiciled in Texas, California Insurance License #0G43407
Gina Mejia, domiciled in Texas, California Insurance License #0E95266
Rodney Mogen domiciled in Texas, California Insurance License #0C78471
William Olsen, domiciled in Texas, California Insurance License #0G90428
Richard Otis, domiciled In Texas, California Insurance License #0D57473
Brian Pitaniello domiciled in Texas, California Insurance License #4167443
Brooks Pitaniello domiciled in Texas, California Insurance License #4167452
Douglas Radcliffe, domiciled In Texas, California Insurance License #0H48039
Gary Raymond, domiciled In Texas, California Insurance License #4165149
Nathan Serven, domiciled in Texas, California Insurance License #0G49103
Dustin Soflin, domiciled in New Mexico, California Insurance License #4036954
Sarah Stackpole, domiciled in Texas, California Insurance License #4310893

Arkansas Insurance Licensing

Robert Cornett, domiciled in Mississippi, Arkansas Insurance Producer License #1633036
Francis Dale Leidinger, domiciled in Texas, Arkansas Insurance Producer License #19596883
Jay R Eagan, domiciled in Texas, Arkansas Insurance Producer License #1188714
Van Echols, domiciled in Texas, Arkansas Insurance Producer License #1106548
Charles Matt, domiciled in Texas, Arkansas Insurance Producer License Producer #1133143
Rodney Mogen, domiciled in Texas, Arkansas Insurance Producer License Producer # 2856922
William Olsen, domiciled in Texas, Arkansas Insurance Producer License #1108918
Brian Pitaniello, domiciled in Texas, Arkansas Insurance Producer License #1067802
Hunter Pitaniello, domiciled in Texas, Arkansas Insurance Producer License #20339130
Mickey Lynn Ray, domiciled in Texas, Arkansas Insurance Producer License #1108940
Paul J Scioli, domiciled in Texas, Arkansas Insurance Producer License #1068247
Sarah Stackpole, domiciled in Texas, Arkansas Insurance Producer License #19471403
Capital Strategies
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Privacy Overview

Privacy Policy

This Privacy Policy ("Policy") applies to csomtx.com, and Capital Strategies ("Company") and governs data collection and usage. For the purposes of this Privacy Policy, unless otherwise noted, all references to the Company include csomtx.com. The Company's website is a news and information site. By using the Company website, you consent to the data practices described in this statement.

Collection of your Personal Information

We do not collect any personal information about you unless you voluntarily provide it to us. However, you may be required to provide certain personal information to us when you elect to use certain products or services. These may include: (a) registering for an account; (b) entering a sweepstakes or contest sponsored by us or one of our partners; (c) signing up for special offers from selected third parties; (d) sending us an email message; (e) submitting your credit card or other payment information when ordering and purchasing products and services. To wit, we will use your information for, but not limited to, communicating with you in relation to services and/or products you have requested from us. We also may gather additional personal or non-personal information in the future.

Sharing Information with Third Parties

The Company does not sell, rent, or lease its customer lists to third parties.

The Company may share data with trusted partners to help perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services tothe Company, and they are required to maintain the confidentiality of your information.

The Company may disclose your personal information, without notice, if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on the Company or the site; (b) protect and defend the rights or property of the Company; and/or (c) act under exigent circumstances to protect the personal safety of users of the Company, or the public.

Automatically Collected Information

The Company may automatically collect information about your computer hardware and software. This information can include your IP address, browser type, domain names, access times, and referring website addresses. This information is used for the operation of the service, to maintain quality of the service, and to provide general statistics regarding the use of the Company's website.

Links

This website contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

Right to Deletion

Subject to certain exceptions set out below, on receipt of a verifiable request from you, we will:

 - Delete your personal information from our records; and

 - Direct any service providers to delete your personal information from their records.

Please note that we may not be able to comply with requests to delete your personal information if it is necessary to:

 - Complete the transaction for which the personal information was collected, fulfill the terms of a written warranty or product recall conducted in accordance with federal law, and provide a good or service requested by you, or reasonably anticipated within the context of our ongoing business relationship with you, or otherwise perform a contract between you and us;

 - Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity; or prosecute those responsible for that activity;

 - Debug to identify and repair errors that impair existing intended functionality;

 - Exercise free speech, ensure the right of another consumer to exercise his or her right of free speech, or exercise another right provided for by law;

 - Comply with the California Electronic Communications Privacy Act;

 - Engage in public or peer-reviewed scientific, historical, or statistical research in the public interest that adheres to all other applicable ethics and privacy laws, when our deletion of the information is likely to render impossible or seriously impair the achievement of such research, provided we have obtained your informed consent;

 - Enable solely internal uses that are reasonably aligned with your expectations based on your relationship with us;

 - Comply with an existing legal obligation; or

 - Otherwise use your personal information, internally, in a lawful manner that is compatible with the context in which you provided the information.

Children Under Thirteen

The Company does not knowingly collect personally identifiable information from children under the age of 13. If you are under the age of 13, you must ask your parent or guardian for permission to use this website.

Email Communications

From time to time, the Company may contact you via email for the purpose of providing announcements, promotional offers, alerts, confirmations, surveys, and/or other general communication.

If you would like to stop receiving marketing or promotional communications via email from the Company, you may opt out of such communications by replying STOP.

External Data Storage Sites

We may store your data on servers provided by third-party hosting vendors with whom we have contracted.

Changes to This Statement

The Company reserves the right to change this Policy from time to time. For example, when there are changes in our services, changes in our data protection practices, or changes in the law. When changes to this Policy are significant, we will inform you. You may receive a notice by sending an email to the primary email address specified in your account, by placing a prominent notice on our Capital Strategies, and/or by updating any privacy information. Your continued use of the website and/or services available after such modifications will constitute your: (a) acknowledgment of the modified Policy; and (b) agreement to abide and be bound by that Policy.

Contact Information

The Company welcomes your questions or comments regarding this Policy. If you believe that the Company has not adhered to this Policy, please contact the Company at:

Capital Strategies
317 Grace Lane Suite 250
Austin, Texas 78746

Email Address:
arc@financialguide.com

Phone Number:
512-346-6020

Effective as of May 19, 2025