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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-01-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Nathan's Place Assisted Living Center | Flint | MI | 09/2015 | 10/2016 |
| Michigan Animal Rescue League | Pontiac | MI | 10/2016 | 04/2017 |
| Townhouse | Birmingham | MI | 05/2017 | 07/2017 |
| Hilldale Veterinary Hospital | Southfield | MI | 07/2017 | 10/2018 |
| Bankers Life & Casualty, Inc | Clarkston | MI | 10/2018 | Present |
| Bankers Life Advisory Services, Inc | Clarkston | MI | 05/2020 | Present |
| Bankers Life Securities | Clarkston | MI | 11/2021 | Present |
BANKERS LIFE POSITION: insurance agent NATURE: Sales of life, health, and fixed annuity products. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 10/17/2018 ADDRESS: 5625 Water Tower Pl, Ste 312, Clarkston MI 48346, 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-18 |
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