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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-11-03 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1600 Westgate Cir Ste 225 & 250, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Murfreesboro | TN | 09/2019 | 07/2025 |
| Best Buy | Brentwood | TN | 09/2012 | 06/2020 |
| Fifth Third Securities | Murfreesboro | TN | 08/2020 | 07/2025 |
| Bankers Life & Casualty, Inc | Brentwood | TN | 09/2025 | Present |
| Bankers Life Securities, Inc | Brentwood | TN | 11/2025 | Present |
| Bankers Life Advisory Services, Inc | Brentwood | TN | 11/2025 | Present |
Insurance Agent: 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 | 2021-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-02 |
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