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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-05 |
Branch Locations
301 N Cattleman Rd Ste 106, Sarasota, FL 34232 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Sarasota | FL | 09/2013 | Present |
| Bankers Life Advisory Services | Sarasota | FL | 05/2025 | Present |
| Bankers Life Securities | Sarasota | FL | 02/2025 | Present |
BANKERS LIFE POSITION: Insurance Agent NATURE: Insurance Sales; Medicare, Life, Long Term Care, Critical Illness, Fixed/Indexed Annuity. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 09/01/2013 ADDRESS: 301 N Cattlemen Rd, Suite 106, Sarasota FL 34232, United States DESCRIPTION: 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 | 2025-05-19 |
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