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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-07-13 |
Branch Locations
10706 Sikes Place Ste 300, Charlotte, NC 28277 • 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 | Charlotte | NC | 08/2001 | Present |
| Bankers Life Securities, Inc. | Charlotte | NC | 05/2016 | Present |
| Bankers Life Advisory Services | Charlotte | NC | 07/2016 | Present |
BANKERS LIFE AND CASUALTY CO POSITION: UNIT SALES MANAGER NATURE: HEALTH,LIFE, ANNUITY INVESTMENT RELATED: NO HOURS: 40 INVESTMENT RELATED HOURS: 30 START DATE: 08/03/2001 ADDRESS: 10706 SIKES PLACE, SUITE 300, CHARLOTTE, NC 28277; DESCRIPTION: SERVICE MY OWN CLIENTS. MANAGE OTHER AGENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-05 |
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