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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-07-08 |
Branch Locations
6 Loudon Road, Suite 302, Concord, NH 03301 • 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 & Casualty, Inc | Concord | NH | 06/2019 | Present |
| Truly Truly Clean | Northwood | NH | 04/2013 | 05/2019 |
| Bankers Life Securities, Inc | Concord | NH | 04/2022 | Present |
| Bankers Life Advisory Services, Inc | Concord | NH | 07/2025 | Present |
BANKERS LIFE & CASUALTY, INC POSITION: Unit Field Trainer NATURE: insurance sales and new agent training. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/19/2019 ADDRESS: Bankers Life 6 Loudon Rd suite 302 Concord, Concord NH 03301, United States 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. Fish Tails Bait and Tackle Owner non Investment 12/2011 I do the paperwork, order inventory, stock inventory, price inventory, Wait on customers in early morning 6-8 am and evenings 6-8pm and on weekends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-01 |
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