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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-10-24 |
| NE | RA | APPROVED | 2024-10-17 |
| KS | RA | APPROVED | 2020-12-21 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankerslife And Casualty | Topeka | KS | 05/2016 | Present |
| Bankers Life Securities | Topeka | KS | 08/2018 | Present |
| Bankers Life Advisory Services, Inc | Topeka | KS | 12/2020 | Present |
BANKERS LIFE AND CASUALTY POSITION: Unit Sales Manager NATURE: Insurance planning INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 32 START DATE: 05/01/2016 ADDRESS: 3745 SW Wanamaker Rd, Ste A, Topeka KS 66610, United States 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. TRINITY CAPITAL AMAZON AUTOMATION POSITION: Owner NATURE: Drop shipping on amazon - It is fully automated and I will have no involvement in the activities - This will be managed by a 3rd Party Company Amazon Automation Empire and is a drop shipping company that is independent of Amazon stores. They do not work for amazon and are not employees in any way. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2022 ADDRESS: 1427 Brickell Ave, Miami FL 33131, United States DESCRIPTION: I will fun a drop shipping amazon store - I will have no activities or duties and no ability to market the store. ST MARYS CAR WASH POSITION: Owner NATURE: Self Serve car wash INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2022 ADDRESS: 107 Fitzsimons RD, St Marys KS 66536, United States DESCRIPTION: I own the car wash but have a family friend who is NOT an employee or client of BLC,BLS,BLAS run and operate the car wash entirely. I have absolutely no involvement in day to day activities TRINITY CAPITAL LLC POSITION: Owner Operator NATURE: Rental property and business ownership-Car wash (listed as another OBA though I don't know that it needs to be as it is owned under trinity capital-Rental properties (owned by the LLC. -Cattle ownership and ground leasing to neighbor. I will not be performing any of the day to day of the cow operation and will only receive compensation yearly for rent. I do not expect any profit for multiple years as we do ground work, tree clearing, and make purchases necessary to grow the herd. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/11/2022 ADDRESS: 115 E APACHE ST, SAINT MARYS KS 66536-1856, United States DESCRIPTION: Purchase and maintain rentals properties and other business ventures - if any other business ventures are acquired i will notify BLS and my upline Immediately.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-22 |
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