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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-11-11 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
500 Penn Center Boulevard Ste 300, Pittsburgh, PA 15235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Pittsburgh | PA | 05/2009 | Present |
| Bankers Life Securities, Inc. | Pittsburgh | PA | 05/2016 | Present |
| Banker's Life | Pittsburgh | PA | 06/2009 | Present |
BANKER'S LIFE & CASUALTY, INC POSITION: INSURANCE AGENT AND UNIT SALES MANAGER NATURE: INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 60 INVESTMENT RELATED HOURS: 40 START DATE: 05/19/2009 ADDRESS: 3 PARKWAY CENTER, SUITE 100, PITTSBURGH PA 15220 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. INVESTMENT PROPERTY 545 TEECE AVE PITTSBURGH, PA 15202 POSITION: owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 545 Teece Ave, Pittsburgh PA 15202, United States DESCRIPTION: Rent out the property. RENTAL/AIRBNB POSITION: OWNER NATURE: RENTAL PROPERTY INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/05/2023 ADDRESS: 545 TEEECE AVE, PITTSBURGH PA 15202, United States DESCRIPTION: I OWN A RENTAL DUPLEX WITH MY HUSBAND. WE RECENTLY PURCHASED IT AND ARE IN THE PROCESS OF RENOVATING THE PROPERTY. WE CURRENTLY DO NOT HAVE ANY OCCUPANTS. OUR PLAN IS BY APRIL 1ST TO RENT THIS AS AN AIRBNB FOR BOTH UNITS. I AM RESPONSIBLE TO ALL OPERATIONS INVOLVING THIS MATTER VENTURE HOLDING GROUP, LLC POSITION: EQUITY OWNER NATURE: A COMBINATION OF A BAR/RESTAURANT, COMMERCIAL RENTAL SPACE, AND RESIDENTIAL RENTAL SPACE INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 101-105 CAPTIAL ST, CHARLESTON WV 25309, United States DESCRIPTION: A SILENT EQUITY PARTNER FOR ALL REVENUE PRODUCED AT A COMBINATION OF A BAR/RESTAURANT, COMMERCIAL RENTAL SPACE, AND RESIDENTIAL RENTAL SPACE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-08 |
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