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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-05-27 |
Branch Locations
1600 West Gate Circle Suite 250, Brentwood, TN 37027 • 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 Securities, Inc. | Brentwood | TN | 05/2016 | Present |
| Bankers Life & Casualty Co. | Brentwood | TN | 01/2014 | Present |
BANKERS LIFE & CASUALTY POSITION: ASSISTANT REGIONAL DIRECTOR AND BRANCH SALES MANAGER NATURE: INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 40 START DATE: 01/15/2005 ADDRESS: 1600, BRENTWOOD TN 37027 DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF AGENTS, 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. NOLAN PATTEE POSITION: Owner NATURE: Real Estate Rental properties. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 05/01/2013 ADDRESS: 9868 SAM DONALD RD, NOLENSVILLE TN 37135-9410, United States DESCRIPTION: I purchase multi-family properties. I own a duplex and 5 other personal residences that I rent out. I'm in the process of acquiring 4 more duplex's. I hire a property manager that completely manages the properties and all aspects of leases, rents, and repairs. All properties are listed in my personal name. BURKLOW CLYDETON LLC POSITION: Partner NATURE: Real Estate Investment. Again, purchased a 44 unite apartment complex. We have a partner rehabbing the property and then we will fill it with long term renters. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/06/2024 ADDRESS: 5552 Franklin Pike, Nashville TN 37220, United States DESCRIPTION: Real Estate investment purposes. I'm 1 of 4 parnters with 25% interest in the LLC. We've purchased a 44 unit apartment complex we are rehabbing and will hold for long term investment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-28 |
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