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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-23 |
| MI | RA | APPROVED | 2021-06-21 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
17320 Sr 50 Ste 500, Clermont, FL 34711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Clermont | FL | 03/2013 | Present |
| Bankers Life Securities, Inc | Clermont | FL | 09/2016 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Sales Manager NATURE: insurance sales, financial advice INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 03/01/2013 ADDRESS: 17320 State Rd 50 Ste 500, Clermont, FL 34711, Clemons FL 34711, 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-08 |
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