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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-06 |
Branch Locations
7633 E 63Rd Pl, Suite 100, Tulsa, OK 74133 • 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 | Tulsa | OK | 08/2017 | Present |
| Homemaking | Tulsa | OK | 03/2017 | 08/2017 |
| Lydia's Cafe | Rockford | IL | 06/2005 | 03/2017 |
| Bankers Life Advisory Services, Inc | Tulsa | OK | 11/2020 | 02/2023 |
| Bankers Life Securities, Inc | Tulsa | OK | 04/2023 | Present |
| Bankers Life Advisory Services, Inc | Tulsa | OK | 01/2025 | Present |
BANKERS LIFE AND CASUALTY POSITION: Unit Sales Manager NATURE: Sitting down with individuals to assess their current insurance with any goals or upcoming needs for their retirement. Helping with anything from health expenses and Medicare planning, to Long Term Care insurance, and even Life insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 08/21/2017 ADDRESS: 7633 E 63rd Pl. STE. 100, Tulsa OK 74133, United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF AGENTS, 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 | 2024-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-21 |
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