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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-10-14 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
333 E. Wetmore Road Ste. 435, Tucson, AZ 85705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty Company | Tucson | AZ | 09/2019 | Present |
| Customer Contact Channel | Tucson | AZ | 05/2018 | 05/2019 |
| Bottle Breacher | Tucson | AZ | 02/2017 | 05/2018 |
| Macys Bloomberg | Tucson | AZ | 09/2016 | 01/2017 |
| Bankers Life Advisory Services | Tucson | AZ | 05/2020 | Present |
| Unemployed | Tucson | AZ | 06/2019 | 09/2019 |
| Bankers Life Securities | Tucson | AZ | 03/2021 | Present |
BANKERS LIFE AND CASUALTY POSITION: Unit Field Trainer NATURE: Insurance Business, to help with needs of clients that include, Medicare, Long Term Care, Life Insurance and Annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 03/01/2020 ADDRESS: 333 E Wetmore Rd Ste 435, Tucson AZ 85705, 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 | 2021-06-07 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-11 |
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