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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-24 |
| MI | RA | APPROVED | 2018-06-29 |
Branch Locations
1760 Forest Ridge Drive Ste B, Traverse City, MI 49686 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Traverse City | MI | 05/2004 | Present |
| Bankers Life Securities Inc | Traverse City | MI | 07/2016 | Present |
| Bankers Life Advisor Services | Traverse City | MI | 06/2018 | Present |
BANKERS LIFE & CASUALTY POSITION: Agency Director NATURE: I manage one satellite branch of insurance agents INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 120 START DATE: 05/17/2004 ADDRESS: "1760 Forest Ridge Dr. Suite B Traverse City MI 49686", Traverse City MI 49686, 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-17 |
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