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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-18 |
| NC | RA | APPROVED | 2018-10-12 |
Branch Locations
10706 Sikes Place Suite 300, Charlotte, NC 28277 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Charlotte | NC | 07/2004 | Present |
| Bankers Life Securities, Inc | Charlotte | NC | 05/2016 | Present |
| Bankers Life Advisory Services, Inc | Charlotte | NC | 10/2018 | Present |
BANKERS LIFE & CASUALTY POSITION: INSURANCE AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: NO HOURS: 160 INVESTMENT RELATED HOURS: 120 START DATE: 09/23/2010 ADDRESS: 10706 SIKES PLACE, SUITE 300, CHARLOTTE, NC 28277 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. STEELE CREEK ATHLETIC ASSOCIATION POSITION: Board member NATURE: Volunteer-run youth athletic organization, 501c non-profit status. There is no phone# for the association, only email, post-mail, and website communication. My children currently play sports at the association. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/14/2019 ADDRESS: 13530 Choate Circle, Charlotte NC 28273, United States DESCRIPTION: Attend monthly board meetings. Discuss planning, registrations, marketing, budgeting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-04 |
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