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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-06 |
| AL | RA | APPROVED | 2025-09-03 |
| GA | RA | APPROVED | 2022-01-25 |
Branch Locations
2849 Paces Ferry Rd Ste 360, Atlanta, GA 30339 • 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 | Atlanta | GA | 07/2013 | 09/2019 |
| Bankers Life Securities Inc | Atlanta | GA | 06/2016 | 09/2019 |
| Bankers Life Advisory Sevices | Atlanta | GA | 02/2018 | 09/2019 |
| Adp | Atlanta | GA | 10/2019 | 02/2021 |
| Otis Elevator | Manchester | NH | 03/2021 | Present |
| Bankers Life Securities, Inc | Atlanta | GA | 10/2021 | Present |
| Bankers Life Advisory Services, Inc | Atlanta | GA | 12/2021 | Present |
| Bankers Life & Casualty | Atlanta | GA | 10/2021 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 07/01/2013 ADDRESS: 2849 Paces Ferry Rd Suite 360, Atlanta GA 30339, United States DESCRIPTION: Recruit and train insurance 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-08 |
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