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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-09-18 |
Branch Locations
3808 James Court Suite 3, Zanesville, OH 43701 • 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, Inc | Zanesville | OH | 08/2018 | Present |
| Gabe's | Zanesville | OH | 10/2016 | 10/2018 |
| Morris Hardware | Mcconnelsville | OH | 06/2016 | 10/2016 |
| Full Time Student | Mcconnelsville | OH | 08/2005 | 05/2017 |
| Bankers Life Advisory Services, Inc | Zanesville | OH | 06/2020 | Present |
| Bankers Life Securities, Inc | Zanesville | OH | 01/2023 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Insurance sales? INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/19/2018 ADDRESS: 3808 James Court Suite C, Zanesville OH 43701, 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-05-10 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-18 |
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