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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-09-27 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
10706 Sikes Place Suite 300, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Charlotte | NC | 11/2009 | Present |
| Bankers Life Securities, Inc. | Charlotte | NC | 05/2016 | Present |
| Eight2Eight | Charlotte | NC | 08/2019 | 12/2022 |
| Bankers Life Advisory Services | Charlotte | NC | 09/2019 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 11/02/2009 ADDRESS: 10706 Sikes Pl suite 300, Charlotte NC 28277, 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. ALLURING ART DESIGNS POSITION: OWNER NATURE: ART DESIGNS INVESTMENT RELATED: NO NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 0 START DATE: 10/25/2010 ADDRESS: 4013 S POTTER RD, MONROE NC 28112 DESCRIPTION: HANDMADE JEWELRY, HAND PAINTED GLASS, KNIT & CROCHET ITEMS, ETC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-16 |
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