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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-09-24 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1150 1St Avenue Ste 1020, King Of Prussia, PA 19406 • 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 And Casualty | King Of Prussia | PA | 06/2009 | Present |
| Bankers Life Securities, Inc | King Of Prussia | PA | 01/2016 | Present |
BANKERS LIFE POSITION: Captive insurance agent NATURE: Sales of health insurance, life insurance and annuities INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 06/15/2009 ADDRESS: 1150 First Ave., Ste. 1020, KOP PA 19406, 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-29 |
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