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3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-12-20 |
Branch Locations
Lewis Center, OH • United States
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • 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 And Casualty Company | Columbus | OH | 05/2007 | 01/2019 |
| Bankers Life Securities, Inc. | Columbus | OH | 05/2016 | 01/2019 |
| Penn Mutual Life Ins Co | Horsham | PA | 01/2019 | 10/2021 |
| Hornor Townsend & Kent Inc | Horsham | PA | 01/2019 | 10/2021 |
| San Blas Securities | Atlanta | GA | 11/2021 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: Dennis Ku | POSITION HELD: Owner | ADDRESS: 3035 Atoll Dr, Lewis Center, OH, 43035 | START DATE: 11/5/21 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 24 HRS | APPROX TRADING HRS PER MTH: 8 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-19 |
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