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11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-03 |
| MI | RA | APPROVED | 2023-12-01 |
Branch Locations
760 S Monroe St, Monroe, MI 48182 • United States
11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Maumee | OH | 01/2009 | 11/2023 |
| Bankers Life Securities, Inc. | Maumee | OH | 05/2016 | 11/2023 |
| Success Wealth Management Llc | Wexford | PA | 11/2023 | Present |
| American Senior Benefits | Monroe | MI | 11/2023 | Present |
| Bankers Life Advisory Services, Inc. | Maumee | OH | 07/2016 | 11/2023 |
AMERICAN SENIOR BENEFITS; INV REL; INS AGENT; INS SALES AND SERVICES; MONROE, MI; 11/2023; APPROX 160 HRS/MO; 40 HRS DURING SEC TRADING. RENTAL PROPERTY POSITION: owner NATURE: rental home INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2016 ADDRESS: 3513 Leybourn, Toledo OH 43612, United States DESCRIPTION: i own a home that i used to live in that has the intent of being a rental property but is currently not being rented
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-22 |
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