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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-11-13 |
Branch Locations
10706 Sikes Place Ste 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 | 11/2004 | Present |
| Bankers Life Securities, Inc. | Charlotte | NC | 05/2016 | Present |
| Bankers Life Advisory Services | Charlotte | NC | 11/2017 | Present |
BANKERS LIFE & CASUALTY POSITION: USV NATURE: Engaging in life insurance, health insurance, and fixed annuity sales, policy service, compliance, and management. INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 11/24/2004 ADDRESS: 10706 Sikes Place Suite 300, Charlotte NC 28277, United States DESCRIPTION: Supervise a downline team of insurance agents sales and activities on an ongoing basis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-29 |
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