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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-10 |
| MD | RA | APPROVED | 2020-07-31 |
Branch Locations
321 Ballenger Center Dr., Frederick, MD 21703 • United States
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 |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Hagerstown | MD | 05/2013 | 09/2020 |
| Bankers Life Advisory Services, Inc. | Hagerstown | MD | 05/2020 | 09/2020 |
| Bankers Life Securities, Inc | Frederick | MD | 05/2022 | Present |
| Bankers Life Advisory Services | Frederick | MD | 09/2020 | Present |
| Bankers Life | Frederick | MD | 09/2020 | Present |
BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 05/13/2013 ADDRESS: 321 Ballenger Center Dr 225, Frederick MD 21703, 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-06-29 |
| S65 | Uniform Investment Adviser Law Examination | 2020-07-31 |
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