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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-05-15 |
| OH | RA | APPROVED | 2023-07-16 |
| NC | RA | APPROVED | 2016-07-29 |
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 & Casualty | Charlotte | NC | 11/2008 | Present |
| Bankers Life Securities, Inc. | Charlotte | NC | 05/2016 | Present |
| Bankers Life Advisory Services | Charlotte | NC | 07/2016 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Retirement planning with insurance products. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 64 START DATE: 11/14/2008 ADDRESS: 10706 Sikes Place Suite 300 Charlotte, NC 28277, Charlotte NC 28277, United States DESCRIPTION: Recruit and train insurance 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-31 |
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