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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-04-14 |
| MI | RA | APPROVED | 2021-05-17 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
2411 Oak Valley Drive Suite 500, Ann Arbor, MI 48103 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Ann Arbor | MI | 10/2012 | Present |
| Bankers Life Securities, Inc | Ann Arbor | MI | 07/2020 | Present |
| Bankers Life Advisory Services, Inc | Ann Arbor | MI | 08/2020 | Present |
I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-18 |
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