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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-09-29 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
950 Trade Centre Way Ste 325, Portage, MI 49002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Portage | MI | 12/2017 | Present |
| Hooters Of Kalamazoo | Portage | MI | 05/2016 | 10/2017 |
| Bankers Life Advisory Services, Inc | Portage | MI | 03/2020 | Present |
Bankers Life and Casualty 4341 S Westnedge Ave. Ste., 1112 Kalamazoo, MI 49008 Insurance Agent-assist clients with health and life insurance products Since 12/2017 Non-investment related business 200 hours per month 160 hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-28 |
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