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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-08-15 |
Branch Locations
22 Buford Village Way Ste 200, Buford, GA 30518 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
2 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 | Buford | GA | 11/2004 | Present |
| Bankers Life Securities Inc | Buford | GA | 03/2017 | Present |
| Aleira Insurance Co. | Snellville | GA | 12/2019 | 12/2020 |
| Bankers Life Advisory Services | Buford | GA | 04/2017 | Present |
BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Insurance sales and service INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 120 START DATE: 11/19/2004 ADDRESS: 22 Buford Village Way Ste 200 Buford, GA 30518 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-17 |
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