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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-14 |
| WV | RA | APPROVED | 2018-01-16 |
| MD | RA | APPROVED | 2016-07-16 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
600 Marketplace Ave Ste 108, Bridgeport, WV 26330 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Bridgeport | WV | 11/2012 | Present |
| Bankers Life Securities, Inc | Bridgeport | WV | 07/2016 | Present |
| Bankers Life Advisory Services, Inc | Bridgeport | WV | 01/2018 | Present |
BANKERS LIFE & CASUALTY POSITION: Insurance Agent/Unit Sales Manager NATURE: Life and health insurance company specializing in seniors and retirees. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 11/07/2012 ADDRESS: Bridgeport, WV, United States DESCRIPTION: I help clients with life and health and annuities as well as manage a team of insurance agents that do the same.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-15 |
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