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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-10 |
Branch Locations
3560 W Market Street Ste 210, Akron, OH 44333 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • 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 |
|---|---|---|---|---|
| Citizens Securities, Inc. | Stow | OH | 05/2014 | 10/2022 |
| Fred Martin Superstore | Barberton | OH | 11/2023 | 07/2024 |
| Recovering From Major Heart Attack And Quadruple Bypass Surgery. | Uniontown | OH | 10/2022 | 11/2023 |
| Bankers Life Securities, Inc | Akron | OH | 09/2024 | Present |
| Bankers Life & Casualty, Inc | Akron | OH | 08/2024 | Present |
| Bankers Life Advisory Services, Inc | Akron | OH | 09/2024 | Present |
Insurance Agent: 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 | 2004-10-01 |
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