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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-08-01 |
Branch Locations
3939 West Ridge Road Suite B-8, Erie, PA 16502 • 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 | Erie | PA | 07/2013 | Present |
| Bankers Life Securities Inc | Erie | PA | 07/2016 | Present |
| Bankers Life Advisory Services | Erie | PA | 07/2017 | Present |
HOLD A BUSINESS PARTNERSHIP NAME "LORLAR" WHICH HAD BEEN USED FOR RENTAL PROPERTIES. HAVE NOT ENGAGED IN BUSINESS OR USED BUSINESS NAME FOR THREE YEARS(SINCE 2013) Bankers Life and Casualty and Bankers Conseco Life Insurance Company (BCLIC) POSITION: Unit Field Trainer and Insurance Agent NATURE: Insurance and agent training INVESTMENT RELATED: No NUMBER OF HOURS: 1600 SECURITIES TRADING HOURS: 1600 START DATE: 07/02/2013 ADDRESS: 39393 W Ridge rd, Erie PA 16506 DESCRIPTION: Recruit and train insurance 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 | 2017-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-13 |
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