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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-04-09 |
Branch Locations
401 Douglas St. Ste 215, Sioux City, IA 51101 • 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 | Sioux City | IA | 11/2005 | Present |
| Bankers Life Securities | Sioux City | IA | 10/2018 | Present |
BANKERS LIFE & CASUALTY POSITION: Agent NATURE: The nature of the business is to sell insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 100 START DATE: 12/07/2005 ADDRESS: 401 Douglas St Ste. 215, Sioux City IA 51105, United States 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. RODAN & FIELDS POSITION: skincare consultant NATURE: It is a skincare company. I am able to sell skincare to others. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2016 ADDRESS: 60 spear St. STE 600, San Francisco CA 94105, United States DESCRIPTION: Work at leisure. As much or as little as one desires.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-19 |
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