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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-23 |
| MO | RA | APPROVED | 2022-08-26 |
| OK | RA | APPROVED | 2018-07-30 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
3065 William St, Ste 309, Cape Girardeau, MO 63703 • 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 And Casualty Company | Wichita | KS | 05/2009 | 03/2019 |
| Bankers Life Securities, Inc. | Wichita | KS | 05/2016 | 03/2019 |
| Bankers Life | Oklahoma City | OK | 07/2015 | 03/2019 |
| Bankers Life Advisory Services, Inc | Tulsa | OK | 03/2019 | Present |
| Bankers Life & Casualty, Inc | Tulsa | OK | 03/2019 | Present |
| Bankers Life Securities | Tulsa | OK | 03/2019 | Present |
BANKERS LIFE POSITION: Branch Sales Manager NATURE: Insurance sales and recruiting INVESTMENT RELATED: No NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 150 START DATE: 07/16/2022 ADDRESS: 3065 William St, Suite 309, Cape Girardeau MO 63703, 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-06 |
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