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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-16 |
Branch Locations
3350 Eagle Park Drive Suite 104, Grand Rapids, MI 49525 • United States
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 |
|---|---|---|---|---|
| Huntington Investment Company | Columbus | OH | 03/2015 | 06/2017 |
| Huntington | Caledonia | MI | 03/2015 | 06/2017 |
| Fifth Third Bank | Grand Rapids | MI | 06/2017 | 10/2022 |
| The Huntington National Bank | Caledonia | MI | 11/2022 | 01/2025 |
| The Huntington Investment Company | Columbus | OH | 10/2023 | 01/2025 |
| Bankers Life & Casualty, Inc | Grand Rapids | MI | 02/2025 | Present |
| Bankers Life Securities, Inc | Grand Rapids | MI | 03/2025 | Present |
| Bankers Life Advisory Services, Inc | Grand Rapids | MI | 07/2025 | Present |
BANKERS LIFE POSITION: Financial Professional NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/14/2025 ADDRESS: 3350 Eagle Park Dr NE, STE 104, Grand Rapids MI 49525, United States DESCRIPTION: I am a 1099 agent for Bankers Life and Casualty Company (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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-11 |
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