Best Investors
Account
Sign in
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-02-26 |
| MO | RA | APPROVED | 2025-02-25 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1341 W. Battlefield Road, Suite 230, Springfield, MO 65807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Springfield | MO | 10/2016 | Present |
| Baxter Health Care | Mountain Home | AR | 07/2012 | 05/2017 |
| Bankers Life Securities, Inc | Springfield | MO | 02/2020 | Present |
| Bankers Life Advisory Services, Inc | Springfield | MO | 02/2025 | Present |
BANKERS LIFE & CASUALTY, INC POSITION: Unit Sales Manager NATURE: Provide retirement based insurance services to individuals that are about to become 65 or older. Whether it be Medicare Planning, Long Term Care Planning, Critical Illness Planning, Life Insurance Planning, or Financial Planning as well. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 10/14/2016 ADDRESS: 1341 W Battlefield Rd STE 230, Springfield MO 65807, United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF 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. DIRT TRACK RACING POSITION: Racecar Driver NATURE: There are races held throughout the year that I will be competing in. I will be driving a racecar to compete in these races. There are zero securities/investments transactions involved in this process. INVESTMENT RELATED: No NUMBER OF HOURS: 18 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2022 ADDRESS: 905 Deerfield Drive, Harrison AR 72601, United States DESCRIPTION: There are no requirements. It is simply racing an oval track Dirt Racecar.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-13 |
Reach out to this advisor