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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-21 |
| FL | RA | APPROVED | 2024-07-31 |
| NC | RA | APPROVED | 2016-07-06 |
Branch Locations
10706 Sikes Place Ste 300, Charlotte, NC 28277 • 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 |
|---|---|---|---|---|
| Banker's Life | Charlotte | NC | 06/2014 | Present |
| Bankers Life Securities Inc | Charlotte | NC | 06/2016 | Present |
| Bankers Life Advisory Services | Charlotte | NC | 07/2016 | Present |
RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/19/2005 ADDRESS: 514 West 10th Street, Suite 301, Charlotte NC 28202 DESCRIPTION: I own a rental condo BANKERS LIFE & CAUSALTY POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 06/09/2014 ADDRESS: 10706 Sikes Place, Suite 300, Charlotte NC 28277, United States DESCRIPTION: Selling Medicare, Extended Care, Life Insurance and Fixed (non-securities) products. RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2018 ADDRESS: 4428 Yoruk Forest Lane, Charlotte NC 28211, United States DESCRIPTION: I own this property and rent it out. RENTAL PROPERY (2) POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 3303 Ellingford Road, Charlotte NC 28214, United States DESCRIPTION: Collect RentMaintain property
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-09-16 |
| S65 | Uniform Investment Adviser Law Examination | 2016-04-19 |
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