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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-14 |
Branch Locations
10706 Sikes Pl Ste 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 |
|---|---|---|---|---|
| Magnolia Consulting Services, Inc | Chicago | IL | 04/1999 | Present |
| Bankers Life & Casualty, Inc | Charlotte | NC | 10/2021 | Present |
| Bankers Life Advisory Services, Inc | Charlotte | NC | 03/2025 | Present |
| Bankers Life Securities | Charlotte | NC | 08/2026 | 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-14 |
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