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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-11-07 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1101 Perimeter Drive Ste 825, Schaumburg, IL 60173 • 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 | Carol Stream | IL | 10/2014 | 10/2019 |
| Bankers Life Securities, Inc. | Carol Stream | IL | 05/2016 | 10/2019 |
| Bankers Life Advisory Services, Inc | Schaumburg | IL | 10/2019 | Present |
| Bankers Life Securities | Schaumburg | IL | 10/2019 | Present |
| Bankers Life | Schaumburg | IL | 10/2019 | Present |
BANKERS LIFE POSITION: Unit Sales Manager NATURE: Insurance Company providing insurance products to the senior market. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 10/04/2014 ADDRESS: 1101 Perimeter Drive, suite 825, Schaumburg IL 60173, United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR 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 | 2019-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-11 |
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