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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2018-08-29 |
Branch Locations
2213 E 52Nd Street Ste C, Davenport, IA 52807 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life | Davenport | IA | 02/2007 | Present |
| Bankers Life Securities Inc | Davenport | IA | 06/2016 | Present |
| Bankers Life Advisory | Davenport | IA | 08/2018 | Present |
BANKERS LIFE POSITION: unit sales manager NATURE: Life and Health Insurance. Fixed annuities INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/21/2007 ADDRESS: Davenport, IA United States DESCRIPTION: Managing an agent force.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-22 |
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