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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-01-09 |
Branch Locations
160 South 68Th St, Suite 1205, West Des Moines, IA 50266 • 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 | West Des Moines | IA | 10/2012 | Present |
| Bankers Life Securities, Inc | West Des Moines | IA | 05/2018 | Present |
| Bankers Life Advisory Services, Inc | West Des Moines | IA | 01/2024 | Present |
BANKERS LIFE POSITION: USV NATURE: Insurance agent and Financial Representative INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2011 ADDRESS: 160 South 68th street STE 1205, West Des moines IA 50266, 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. EAST ADVISORY LLC POSITION: Manager NATURE: Pass through corporation entity for tax purposes. I do not do any securities business through this. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/10/2020 ADDRESS: 1478 Shady Court, Van Meter IA 50261, United States DESCRIPTION: Pass through corporation entity for tax purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-14 |
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