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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-05-04 |
Branch Locations
570 Polaris Pkwy Ste 100, Westerville, OH 43082 • 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 & Casualty | Columbus | OH | 03/1984 | Present |
| Proequities, Inc | Columbus | OH | 06/2012 | Present |
| Bankers Life Securities, Inc. | Columbus | OH | 05/2016 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer / Agent NATURE: Insurance related products for the Senior Market. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 03/16/1984 ADDRESS: 570 Polaris Parkway, Suite 100, Westerville OH 43082, 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-21 |
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