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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-15 |
| FL | RA | APPROVED | 2019-09-10 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
6620 Southpoint Drive South Ste 400, Jacksonville, FL 32216 • United States
3 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 And Casualty Company | Jacksonville | FL | 05/2004 | Present |
| Bankers Life Securities, Inc | Jacksonville | FL | 04/2017 | Present |
| A Better Ram | Melbourne | FL | 10/2015 | Present |
| A.RUtstein Inc. | Jack | FL | 12/2004 | Present |
| Alzheimers Association- Central/North Florida Chapter | Jacksonville | FL | 01/2014 | Present |
BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Sales, Insurance related products; Life, Health, Annuity. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 25 START DATE: 05/17/2004 ADDRESS: 6620 Southpoint Dr S Ste 400,, Jacksonville FL 32216, 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. A BETTER RAM, LLC NON INVESTMENT-RELATED 102 E. NEW HAVEN AVE. MELBOURNE, FL 32901 NATURE OF BUSINESS: commercial real estate rental POSITION: PART-OWNER TITLE: CO-OWNER START DATE OF RELATIONSHIP: 10/2015 NUMBER OF HOURS/MONTH: MINIMAL (LESS THAN 5 HRS/MONTH) NUMBER OF HOURS DURING TRADING HOURS: 2 DUTIES: Consultant supporting father (owner) when necessary A. Rutstein Inc. Non-investment related Address: 13839 Salford Court Jacksonville, FL 32224 Nature of business: Position: Owner Title: CEO Start Date: 12/2004 Hours/month: 30 Hours/day during trading hours: 1 Duties: Southern Social Inc. co-owner with limited partner Sports bar/ night life lounge. Effective 05/04/2019 / 5 hours per month 15% of net profits 2223 County Rd 220 City: Fleming Island State: Florida Zip: 32003 STUD MUFFINS LLC POSITION: joint owner NATURE: Touchless drive-through car wash business. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2022 ADDRESS: 2213 Martin Luther King Jr. Dr., Greensboro NC 27406, United States DESCRIPTION: Requirements and/or expectations involve capital contribution and minimal marketing input on company performance. APE PROJECT LLC POSITION: shareholder NATURE: Vending machines and retail kiosks distribution INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 14-A Oak Branch Dr., Greensboro NC 27407, United States DESCRIPTION: capital contribution to help fund business project
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-26 |
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