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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-04 |
| ME | RA | APPROVED | 2025-04-03 |
| VA | RA | APPROVED | 2025-04-03 |
| FL | RA | APPROVED | 2017-08-15 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
3555 Kraft Road Ste 220, Naples, FL 34105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty Co. | Sarasota | FL | 01/2003 | 07/2020 |
| Bankers Life Securities, Inc. | Sarasota | FL | 05/2016 | 07/2020 |
| Bankers Life Advisory Services | Sarasota | FL | 07/2017 | 07/2020 |
| Bankers Life Advisory Services | Naples | FL | 07/2020 | Present |
| Bankers Life Securities | Naples | FL | 07/2020 | Present |
| Bankers Life & Casualty | Naples | FL | 07/2020 | Present |
BANKERS LIFE AND CASUALTY POSITION: Insurance Agent NATURE: Educating clients on insurance policy details pertaining to Index annuities and Life Insurance. Services existing clients with policy withdrawals, claims and any other assistance pertaining to insurance policies held with Bankers Life. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/03/2003 ADDRESS: 3555 Kraft Rd., Naples FL 34105, 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-27 |
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