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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2021-05-13 |
| IN | RA | APPROVED | 2021-05-12 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
9520 Ormsby Station Rd Ste 100, Louisville, KY 40223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Louisville | KY | 11/2004 | Present |
| Bankers Life Advisory Services, Inc | Louisville | KY | 01/2021 | Present |
Bankers Life Position: UNIT SALES MANAGER Nature: INSURANCE SALES Investment Related: No Hours: 180Securities Trading Hours: 140Start Date: 11/04/2004 Address: 101 BULLITT LANE, SUITE 207, LOUISVILLE KY 40222, United States Description: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF AGENTS, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-02 |
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