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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-22 |
| NC | RA | APPROVED | 2022-04-21 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
10706 Sikes Place Ste 300, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Papa Johns Inc. | Charlotte | NC | 01/2013 | 05/2018 |
| Bankers Life & Casualty, Inc | Charlotte | NC | 01/2018 | Present |
| Bankers Life Advisory Services, Inc | Charlotte | NC | 06/2020 | Present |
| Bankers Life Securities | Charlotte | NC | 02/2022 | Present |
BANKERS LIFE AND CASUALTY POSITION: Insurance Agent NATURE: Insurance sales. Life insurance, Annuities, Long term care, senior insurance like Medicare supplements and Medicare advantage programs through third party vendors, Critical illness and hospital indemnity products.? INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2018 ADDRESS: 10706 Sikes Pl, STE. 300, Charlotte NC 28277, 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 | 2022-04-15 |
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