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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-05-30 |
| OR | RA | APPROVED | 2020-09-28 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
2101 Ne 129Th St Ste 105, Vancouver, WA 98686 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Vancouver | WA | 03/2018 | Present |
| Pf Changs | Tigard | OR | 11/2017 | 02/2018 |
| Deluxe Awning Company | Ashland | OR | 06/2016 | 09/2017 |
| Bankers Life Advisory Services, Inc | Vancouver | WA | 05/2020 | Present |
| Bankers Life Securities, Inc | Vancouver | WA | 03/2021 | Present |
Agent with BLC Bankers Life and Casualty Vancouver, WA Insurance Sales Representative/ Unit Field Trainer 03/2018-Present 40+ Hrs/week Duties include marketing and selling of insurance products as well as developing agent skills in the same field. This is not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-06-27 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-28 |
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