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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-12 |
| SC | RA | APPROVED | 2020-11-03 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
10 Patewood Drive Ste 450, Greenville, SC 29615 • 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 | Greenville | SC | 06/2018 | Present |
| Toyota Of Greer | Greer | SC | 08/2016 | 06/2018 |
| Bankers Life Securities, Inc | Greenville | SC | 03/2020 | Present |
| Bankers Life Advisory Services | Greenville | SC | 11/2020 | Present |
BANKERS LIFE POSITION: Insurance Agent NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/15/2018 ADDRESS: 10 Patewood Dr, Ste 450, Greenville SC SC 29615, 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 | 2020-11-02 |
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