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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
501 W President George Bush Hwy Ste 100, Richardson, TX 75080 • 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 | Richardson | TX | 05/2013 | Present |
| Bankers Life Securities, Inc. | Richardson | TX | 05/2016 | Present |
| Bankers Life Advisory Services, Inc. | Richardson | TX | 07/2016 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Sales Manager NATURE: Insurance product sales and management INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 150 START DATE: 05/16/2023 ADDRESS: Richardson, TX 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-27 |
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