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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-01-11 |
Branch Locations
304 E. Broadway Suite A, Mt. Pleasant, MI 48858 • 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 And Casualty | Okemos | MI | 05/2011 | 04/2017 |
| Bankers Life Securities, Inc. | Okemos | MI | 05/2016 | 04/2017 |
| Bankers Life And Casualty | Okemos | MI | 05/2011 | 04/2017 |
| Allstate Insurance Co | Haslett | MI | 04/2017 | 05/2018 |
| Bankers Life & Casualty, Inc | Mt Pleasant | MI | 06/2018 | Present |
| Bankers Life Securities, Inc | Mt Pleasant | MI | 07/2018 | Present |
| Bankers Life Advisory Services, Inc | Mt Pleasant | MI | 01/2023 | Present |
BANKERS LIFE POSITION: Agency Director NATURE: Client prospecting for insurance sales including, health, life and annuity products for Bankers Life and affiliates. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 05/02/2011 ADDRESS: 304 E Broadway, Ste A, Mt Pleasant MI 48858, 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. GREGORY MAHER POSITION: trader NATURE: Guitar trader. Buy, Sell, trade guitars INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 1131 Oakwood Dr, Dewitt MI 48820, United States DESCRIPTION: buy, sell, trade, repair Guitars.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-05 |
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