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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-07-17 |
Branch Locations
570 Polaris Pkwy Ste 100, Westerville, OH 43082 • 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 | Westerville | OH | 10/2018 | Present |
| Bankers Life & Casualty | Columbus | OH | 09/2017 | 10/2018 |
| Coca-Cola Bottling Co. Consolidated | Columbus | OH | 04/2016 | 09/2017 |
| Bankers Life Securities | Westerville | OH | 08/2020 | Present |
| Bankers Life Advisory Services | Westerville | OH | 07/2023 | Present |
BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Set appointments to identify prospective clients' financial resources and needs. Offer expert life and health insurance policy recommendations to generate sales. Provide continuous, excellent customer service to client base. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 09/25/2017 ADDRESS: 570 Polaris Pkwy Ste 100, Westerville OH 43082, 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. AMSPIRIT BUSINESS CONNECTIONS POSITION: Secretary NATURE: Networking with business professionals in other industry categories with the intent to receive and pass along qualified referrals to help improve members' business performance. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/23/2022 ADDRESS: PO Box 30724, Columbus OH 43230, United States DESCRIPTION: Follow attendance guidelines. Give adequate number of qualified referrals each month. Only represent one professional category. Practice non-discrimination rules. Pay initial and quarterly dues in a timely manner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-14 |
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