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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2017-01-25 |
Branch Locations
600 Market Place Ave Ste 108, Bridgeport, WV 26330 • 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 | Bridgeport | WV | 09/2004 | Present |
| Bankers Life Securities, Inc. | Bridgeport | WV | 05/2016 | Present |
| Bankers Life Advisory Services | Bridgeport | WV | 01/2017 | Present |
Bankers Life and Casualty POSITION: INSURANCE AGENT NATURE: sales involving fixed product annuities and life insurance. INVESTMENT RELATED: NO NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2004 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. IMPOSSIBLE TOWN/UNIVERSE CREATIVE POSITION: Capital Campaign Chair NATURE: Production of documentary "Impossible Town" needs WV money backing to finish the production. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/01/2022 ADDRESS: 4433 Clayton Ave, Los Angeles CA 90027, United States DESCRIPTION: I will be raising $100,000 for Universe Creative from WV residents and natives to complete the production of the film documentary "Impossible Town" MIDDLEVILLE MEADOWS POSITION: Owner NATURE: Turn horses in and out, blankets on blankets off, feed grain and hay and supplements to horses. Call vet and farrier when needed. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2025 ADDRESS: 72 Clemans Rd, Flemington WV 26347, United States DESCRIPTION: Horse boarding 6 stalls. Run the business, collect money, take care of horses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-14 |
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