Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2023-11-03 |
| MD | RA | APPROVED | 2023-10-31 |
| VA | RA | APPROVED | 2019-09-16 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
704 Baker Lane Ste 1, Winchester, VA 22603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Winchester | VA | 06/2008 | Present |
| Bankers Life Securities, Inc. | Winchester | VA | 05/2016 | Present |
| Acn | Stephens City | VA | 03/2018 | 04/2018 |
| Bankers Life Advisory Services | Winchester | VA | 09/2019 | Present |
BANKERS LIFE & CASUALTY POSITION: USM NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2008 ADDRESS: 704 Baker Ln. suite 1, Winchester VA 22603, United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-17 |
Reach out to this advisor