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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-09-26 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
3560 Bridgeport Way W Ste 3E, University Place, WA 98466 • United States
1 disclosure category 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 | University Place | WA | 07/2011 | Present |
| Bankers Life Securities, Inc | University Place | WA | 01/2024 | Present |
| Bankers Life Advisory Services, Inc | University Place | WA | 07/2022 | Present |
Bankers Life & Casualty, Inc Position: Agent Nature: Insurance Agent/ Sales /Customer Service Investment Related: No Hours: 40Securities Trading Hours: 40Start Date: 07/29/2011 Address: 3560 Bridgeport Way W Suite 3E, University Place WA 98466, United States Description: 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-19 |
| S65 | Uniform Investment Adviser Law Examination | 2022-09-26 |
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