Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-24 |
Branch Locations
1605 N. Cedar Crest Blvd Ste 202 , Allentown, PA 18104 • 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 |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Reading | PA | 06/2002 | 03/2018 |
| Wells Fargo Advisors Llc | Mount Pocono | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mount Pocono | PA | 11/2016 | 03/2018 |
| Unemployed | Walnutport | PA | 03/2018 | 07/2018 |
| Bankers Life & Casualty, Inc | Allentown | PA | 07/2018 | Present |
| Bankers Life Securities. Inc | Allentown | PA | 05/2019 | Present |
| Bankers Life Advisory Services, Inc | Allentown | PA | 07/2023 | Present |
BANKERS LIFE INSURANCE POSITION: Uft NATURE: Sell insurance INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 07/07/2018 ADDRESS: 5000 W TILGHMAN ST STE 310, BANKERS LIFE, Allentown PA 18104, 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-27 |
Reach out to this advisor