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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2019-10-07 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
140 Stoneridge Drive Suite 410, Columbia, SC 29210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Columbia | SC | 03/2010 | Present |
| Bankers Life Securities Inc | Columbia | SC | 08/2017 | Present |
Insurance Agent with Bankers Life & Casualty GIRL SCOUTS -SU 654 POSITION: Cookie Manager NATURE: Volunteer with Girl Scout Cookie Program Program runs mid February thru mid March commitment for 1 year at a time-- take 1 day off when cookies are delivered--other hours are mainly weekends at cookie booths INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2019 ADDRESS: 1107 Williams St, Columbia SC 29201, United States DESCRIPTION: Responsible for training girls and parents of cookie program requirements. Responsible for ordering cookies, arranging cookie booths and helping collect and deposit money. Responsible for finalizing reports to council and troop.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-12 |
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