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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-03 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
994 Mill St Ste 250, San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Santa Barbara | CA | 05/2015 | Present |
| Bankers Life Advisory Services, Inc | Santa Barbara | CA | 05/2020 | Present |
Bankers Life & Casualty Position: Unit Field Trainer Nature: Bankers Life and Casualty Investment Related: No Hours: 40Securities Trading Hours: 10Start Date: 05/15/2016 Address: 1525 State St Ste 103, Santa Barbara CA 93101, 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 | 2021-03-05 |
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