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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-07-03 |
| MD | RA | APPROVED | 2019-09-27 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
321 Ballenger Center Dr., Frederick, MD 21703 • 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 |
|---|---|---|---|---|
| Proequities, Inc | Hagerstown | MD | 07/2015 | Present |
| Bankers Life | Hagerstown | MD | 05/2009 | Present |
| Bankers Life Securities, Inc. | Gaithersburg | MD | 05/2016 | Present |
BANKERS LIFE AND CASUALTY POSITION: Unit Supervisor/Insurance Agent NATURE: Insurance INVESTMENT RELATED: NO NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/11/2009 ADDRESS: 7215 Corporate Ct, Ste 202, Frederick MD 21703, United States DESCRIPTION: Sales and service of non variable insurance products. Train insurance agents.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-26 |
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