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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-10 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
125 Edinburgh S Drive Ste 306, Cary, NC 27511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chapel Hill | NC | 08/2015 | 11/2023 |
| Unemployed | N/A | NC | 11/2023 | 07/2024 |
| Raleigh Wealth Solutions | Cary | NC | 07/2024 | 02/2025 |
| Raleigh Capital Management | Cary | NC | 07/2024 | 02/2025 |
| Great Point Capital, Llc | Chicago | IL | 01/2025 | 02/2025 |
| Unemployed | Raleigh | NC | 02/2025 | 12/2025 |
| Bankers Life & Casualty, Inc | Cary | NC | 12/2025 | Present |
| Bankers Life Advisory Services, Inc | Cary | NC | 02/2026 | Present |
| Bankers Life Securities, Inc | Cary | NC | 02/2026 | Present |
I am a 1099 agent for Bankers Life & Casualty, Inc (BLC). As a BLC agent, 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 | 2015-10-21 |
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