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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-04-04 |
Branch Locations
994 Mill Street Ste 250, San Luis Obispo, CA 93401 • 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 And Casualty, Inc | San Luis Obispo | CA | 01/2009 | Present |
| Bankers Life Securities, Inc. | San Luis Obispo | CA | 05/2016 | Present |
| Bankers Life Advisory Services, Inc | San Luis Obispo | CA | 04/2017 | Present |
BANKERS LIFE; INVESTMENT RELATED; 994 MILLS ST, SAN LUIS OBISPO, CA 93401; INSURANCE BRANCH SALES MANAGER; INSURANCE COMPANY; 01/2009; 160 HRS; 160 HRS; 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-22 |
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