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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-07 |
| MD | RA | APPROVED | 2024-06-07 |
| FL | RA | APPROVED | 2017-01-27 |
Branch Locations
444 Seabreeze Blvd #400, Daytona Beach, FL 32118 • 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 & Casualty, Inc | Daytona Beach | FL | 04/2009 | Present |
| Bankers Life Securities, Inc. | Daytona Beach | FL | 05/2016 | Present |
| Bankers Life Advisory Services, Inc | Daytona Beach | FL | 01/2017 | Present |
BANKERS LIFE & CASUALTY POSITION: UNIT SUPERVISOR/INSURANCE AGENT NATURE: INSURANCE, SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 0 START DATE: 04/01/2009 ADDRESS: 444 SEABREEZE BLVD, #400, DAYTONA BEACH, FL 32118 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. RENTAL PROPEPRTY POSITION: owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2020 ADDRESS: 4600 E. Moody Blvd.,, Unit 13-B, Bunnell FL 32110, United States DESCRIPTION: n/a
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-27 |
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