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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-22 |
| NC | RA | APPROVED | 2020-06-19 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
400 Bellemeade Street Ste 501, Greensboro, NC 27401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Greensboro | NC | 01/2007 | Present |
| Bankers Life Securities, Inc. | Greensboro | NC | 05/2016 | Present |
BANKERS LIFE & CASUALTY POSITION: UNIT SALES SUPERVISOR NATURE: INSURANCE SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 200 INVESTMENT RELATED HOURS: 160 START DATE: 01/07/2007 ADDRESS: 4600 KOGER BLVD, SUITE 265, GREENSBORO NC 27407 DESCRIPTION: INSURANCE AGENT AND FIELD TRAINER. RENTAL PROPERTY POSITION: owner of property NATURE: Real Estate- short term rental property INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2019 ADDRESS: 185 Hawks Peak Ln, Seven Devils NC 28604, United States DESCRIPTION: Recently purchased a condominium and began renting the property out in September of 2019 through short term rental listing websites.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-30 |
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