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 |
|---|---|---|---|
| IL | RA | APPROVED | 2024-07-25 |
| NC | RA | APPROVED | 2017-09-28 |
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 And Casualty | Charlotte | NC | 03/2005 | Present |
| Bankers Life Securities, Inc. | Charlotte | NC | 05/2016 | Present |
| Banker's Life And Casualty | Charlotte | NC | 03/2005 | Present |
BANKER'S LIFE AND CASUALTY POSITION: Unit Supervisor NATURE: Insurance INVESTMENT RELATED: NO NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 03/23/2005 ADDRESS: 10706 Sikes Place Suite 300, Charlotte NC 28277 DESCRIPTION: Sales and Service of Non Variable Insurance products. Train and manage insurance agents.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-07 |
Reach out to this advisor