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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-05-12 |
Branch Locations
301 N Cattleman Road Ste 106, Sarasota, FL 34232 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Sarasota | FL | 04/2010 | Present |
| Bankers Life Securities, Inc. | Sarasota | FL | 05/2016 | Present |
| Bankers Life Advisory Services | Sarasota | FL | 04/2017 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Providing retirement solutions by way of insurance and investments INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2010 ADDRESS: 301 N Cattlemen Rd #106, Sarasota FL 34232, 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. RENTAL HOME POSITION: owner NATURE: Rental home INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2015 ADDRESS: 28414, St Clair shores MI 48081 DESCRIPTION: Rental property HILLSIDE RETIREMENT COUNSELING, INC. POSITION: owner NATURE: Perform regular business duties. This is set up solely for tax purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2016 ADDRESS: 4902 Cherry Laurel Way, Sarasota FL 34241 DESCRIPTION: Use this corporation for tax purposes. THE HILLSIDE FOUNDATION POSITION: President NATURE: The Hillside Foundation is a non-profit that created to give back to the community and school district that my friends and I grew up in. We are giving away partial scholarships to graduating seniors. We are helping teachers with the cost of classroom needs. Funds are generated through two golf outings we hold through out the year. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/07/2019 ADDRESS: 4902 Cherry Laurel Way, Sarasota FL 34241, United States DESCRIPTION: This is a non-profit that my friends and I started to give back to the community and school district that we grew up in. My job as president is to lead the board members and make sure the fund raising activities generate the funds necessary to provide scholarships.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-22 |
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