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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-12-14 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1635 Waterfront Parkway Ste 150, Wichita, KS 67206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Wichita | KS | 01/2019 | 06/2023 |
| The Hutchinson News | Hutchinson | KS | 12/2014 | 10/2019 |
| Bakers Life Securities, Inc | Wichita | KS | 06/2020 | 06/2023 |
| Bankers Life Advisory Services, Inc | Wichita | KS | 12/2021 | 06/2023 |
| Bankers Life & Casualty | Wichita | KS | 06/2023 | Present |
| Bankers Life Securities | Wichita | KS | 06/2023 | Present |
| Bankers Life Advisory Services | Wichita | KS | 06/2023 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Work with clients on their Medicare Supplements or Advantage Plans, Long Term Care insurance, Life Insurance and Retirement income protection.? INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/10/2019 ADDRESS: 3020 N Cypress Suite #170, Wichita KS 67226, 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. "Hutchinson YMCA POSITION: Swim Official/Coach ADDRESS: 716 E 13th Ave Hutchinson, Kansas 675001 DESCRIPTION: Officiate swim meets and coach team on specific technique. Potential for travel costs to be covered and free YMCA membership." DILLON CREDIT UNIOON POSITION: Board of Directors NATURE: The Dillon Credit Union is a member owned and run by the Board of Directors. It provides products and services to meet financial needs; checking/savings accounts/ car loans, home mortgages, ect.. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/21/2024 ADDRESS: 2704 North Lorraine, Hutchinson KS 67502, United States DESCRIPTION: If elected I would be a member of the Board of Directors and would meet once per month for around 2 hours from 7/9am. Annual planning session in the fall that is about 3 hours long.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-24 |
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