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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-10 |
| AL | RA | APPROVED | 2025-09-26 |
| GA | RA | APPROVED | 2020-10-08 |
Branch Locations
2849 Paces Ferry Rd Se Ste 360, Atlanta, GA 30339 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Atlanta | GA | 02/2019 | Present |
| Smart's Tree Service | Marietta | GA | 05/2008 | 02/2019 |
| Bankers Life Advisory Services, Inc | Atlanta | GA | 08/2020 | Present |
| Bankers Life Securities, Inc | Atlanta | GA | 10/2025 | Present |
BLC Position: Insurance Agent Nature: Insurance Investment Related: No Hours: 120 Securities Trading Hours: 120 Start Date: 02/04/2019 Address: 2849 Paces Ferry Rd, STE 360, Atlanta GA 30339, 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 | 2026-03-24 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-25 |
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