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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-08-18 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
13602 Merriman Road, Livonia, MI 48150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life | Livonia | MI | 10/2013 | Present |
| Bankers Life Securities | Livonia | MI | 01/2021 | Present |
BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Bankers Life is an insurance business catering to retirement planning with life insurance, medical policies, long term care and annuities.? INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 120 START DATE: 10/16/2013 ADDRESS: Bankers Life 13602 Merriman Rd, Livonia MI 48150, 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. IOTA GROUP, LLC POSITION: Owner/Manager NATURE: To assist small businesses in their marketing efforts, advertising, seminars, website creation, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2012 ADDRESS: 1053 Lakepointe, Grosse Pointe Park MI 48230, United States DESCRIPTION: Iota Group was a marketing firm, helping businesses in their marketing and advertising efforts. As owner/manager, I would be responsible for meeting with clients, assessing their marketing needs, drafting a plan of action, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-14 |
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