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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-04 |
Branch Locations
12225 Amos Lane Suites 202/204 , Fredericksburg, VA 22407 • 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 |
|---|---|---|---|---|
| Capitol Securities Management | Glen Allen | VA | 06/2012 | 02/2017 |
| Unemployed | Fredericksburg | VA | 05/2025 | 05/2026 |
| Bankers Life Securities | Fredericksburg | VA | 05/2026 | Present |
| Bankers Life Advisory | Fredericksburg | VA | 05/2026 | Present |
| Bankers Life & Casualty | Fredericksburg | VA | 05/2026 | Present |
| Raymond James & Associates | Richmond | VA | 02/2017 | 05/2025 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-17 |
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