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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-07-20 |
| MD | RA | APPROVED | 2026-06-24 |
Branch Locations
601 E Naylor Mill Rd Ste A, Salisbury, Md 21804 , Salisbury , MD 21804 • 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 |
|---|---|---|---|---|
| Equity Services, Inc | Montpelier | VT | 11/2015 | 10/2016 |
| First Financial Resource | Greenwich, | CT | 11/2015 | 10/2016 |
| Bankers Life & Casualty, Inc | Salisbury | MD | 07/2025 | Present |
| Self-Employed | Harrison | NY | 10/2016 | 07/2025 |
| Bankers Life Securities, Inc | Salisbury | MD | 02/2026 | Present |
| Bankers Life Advisory | Salisbury | MD | 06/2026 | Present |
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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-05 |
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