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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-08-06 |
Branch Locations
1150 1St Avenue Ste 1020, King Of Prussia, PA 19406 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | King Of Prussia | PA | 12/2007 | Present |
| Bankers Life Securities | King Of Prussia | PA | 03/2018 | Present |
| Bankers Life Advisory Services | King Of Prussia | PA | 03/2018 | Present |
BANKERS LIFE & CASUALTY POSITION: USV NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 35 START DATE: 12/17/2007 ADDRESS: 1150 First Ave Suite 1020, King of Prussia PA 19406, United States DESCRIPTION: Recruit and train insurance 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 | 2018-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-25 |
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