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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-07-27 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
14205 N Mopac Expy Ste 600, Austin, TX 78728 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Austin | TX | 03/2013 | Present |
| Bankers Life Securities, Inc. | Austin | TX | 05/2016 | Present |
| Bankers Life Advisory Services, Inc | Austin | TX | 07/2016 | Present |
BANKERS LIFE & CASUALTY, INC POSITION: Agent NATURE: Life and health insurance sales and service? INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 03/01/2013 ADDRESS: 2505 N STATE HIGHWAY 360, STE. 360, Grand Prairie TX 75050, 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. WHITE BLUFF CHAPEL POSITION: Volunteer member of fundraising committee for new building campaign NATURE: Christian Church INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 1072 White Bluff Drive, Whitney TX 76692, United States DESCRIPTION: Our committee has been formed to develop and implement a communications campaign to encourage members of our church to make charitable gifts to our "building fund" in order to expand our building and parking. I am a volunteer member of this committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-22 |
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