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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-04 |
| NC | RA | APPROVED | 2022-04-28 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
333E. Wetmore Rd., Ste 435, Tucson, AZ 85705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Tucson | AZ | 03/2004 | Present |
| Bankers Life Securities, Inc. | Tucson | AZ | 05/2016 | Present |
| Bankers Life Advisory Services | Tucson | AZ | 04/2022 | Present |
BANKERS LIFE & CASUALTY POSITION: USV NATURE: Insurance sales and servicing of policies? INVESTMENT RELATED: No NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 140 START DATE: 03/16/2004 ADDRESS: Tucson, AZ1, United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF 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. TUTOR POSITION: TUTOR NATURE: TUTOR SPANISH INVESTMENT RELATED: NO NUMBER OF HOURS: 4 INVESTMENT RELATED HOURS: 0 START DATE: 10/12/2011 ADDRESS: 6008 WOODKNOLL CT, RALEIGH NC 27606 DESCRIPTION: TUTOR FOR SPANISH STUDENT STEVE APPLE POSITION: Owner NATURE: Rental of home INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2022 ADDRESS: 6008 Woodknoll Ct, Raleigh NC 27606, United States DESCRIPTION: Purchased a home and now am renting it for income.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-09 |
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