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51 Haddonfield Road Suite 210, Cherry Hill, NJ 08002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-02 |
Branch Locations
51 Haddonfield Road Suite 210, Cherry Hill, NJ 08002 • UNITED STATES
650 Hillcrest #100, Lilburn, GA 30047 • United States
1 Horace Mann Plaza, Springfield, IL 62715-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-05-09 |
Branch Locations
One Horace Mann Plaza, Springfield, IL 62715-0001 • UNITED STATES
650 Hillcrest #100, Lilburn, GA 30047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horace Mann Companies | Springfield | IL | 10/2013 | Present |
| Horace Mann Investors, Inc. | Springfield | IL | 10/2013 | Present |
| Bcg Securities, Inc. | Cherry Hill | NJ | 07/2024 | Present |
| Horace Mann Investors, Inc. | Springfield | IL | 05/2018 | Present |
| Bcg Securities, Inc. | Cherry Hill | NJ | 08/2024 | Present |
1. Multiline insurance agent affiliated with Horace Mann Service Corp.; offering property, casualty, health and life products. 2. KENNESAW BUSINESS ASSOCIATION; KBA POSITION: Board Member NATURE: I serve on the education committee we meet to discuss supporting the educators with back to school events, and events through out the school year. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 12/01/2015 ADDRESS: 3333 Busbee Drive, Kennesaw GA 30156 DESCRIPTION: Discuss partnering with the community, non profits, cobb county schools. Discuss topics for monthhly lunch meeting. 3. DOUGLAS COUNTY SCHOOL SYSTEM FOUNDATION POSITION: Board member NATURE: Helping the students with attending college or trad schools. Helping the teachers with classroom needs. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/29/2023 ADDRESS: 11490 Veterans Memorial Hwy., Douglasville GA 30134, United States DESCRIPTION: The DCSS Foundation awards high school students with grants. It also awards grants to teachers for classroom needs. Monies are raised by the executive director, annual fund raisers. HER MONEY HER CHOICE PODCAST POSITION: Adviser NATURE: Financial education for women. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2024 ADDRESS: 650 Hillcrest Rd., Lilburn GA 30047, United States DESCRIPTION: We meet virtually to discuss topics that are central to women and educational in nature. The goal in to educate women, help build financial strength for the short and long term.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-05 |
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