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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2019-10-01 |
Branch Locations
2480 Fortune Drive Suite 130, Lexington, KY 40509 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty Co. | Lexington | KY | 01/2008 | Present |
| Bankers Life & Casualty | Lexington | KY | 12/2011 | 01/2018 |
| Bankers Life Securities, Inc. | Lexington | KY | 05/2016 | Present |
| Advocare | Plano | TX | 12/2017 | 11/2025 |
| Bankers Life Advisory Services, Inc | Lexington | KY | 10/2019 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Life, annuity and health insurance sales.? INVESTMENT RELATED: No NUMBER OF HOURS: 320 SECURITIES TRADING HOURS: 280 START DATE: 01/04/2008 ADDRESS: 2480 Fortune Dr. Suite 130, Lexington KY 40509, 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. BLAIR FARM POSITION: Owner NATURE: Logging, tree planting and new field developing. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 3930 KY Hwy 213, Jeffersonville KY 40337, United States DESCRIPTION: Farm Owner. Logging and tree planting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-29 |
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