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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-02 |
| GA | RA | APPROVED | 2026-02-05 |
| MO | RA | APPROVED | 2026-01-14 |
| CA | RA | APPROVED | 2022-02-03 |
Branch Locations
301 N Cattleman Rd Suite 106, Sarasota, FL 34232 • 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 | Long Beach | CA | 02/2020 | 07/2022 |
| Unemployment | Long Beach | CA | 07/2018 | 02/2020 |
| Unemployment | Rialto | CA | 07/2017 | 07/2018 |
| California State University - San Bernardino | San Bernardino | CA | 01/2017 | 07/2017 |
| Federal Bureau Of Prisons | Victorville | CA | 09/2012 | 12/2016 |
| Bankers Life Securities | Long Beach | CA | 01/2021 | 07/2022 |
| Bankers Life Advisory Services | Long Beach | CA | 02/2022 | 07/2022 |
| Bankers Life Securities, Inc | Sarasota | FL | 07/2022 | Present |
| Bankers Life Advisory Services, Inc | Sarasota | FL | 07/2022 | Present |
| Bankers Life & Casualty, Inc | Sarasota | FL | 07/2022 | Present |
BANKERS LIFE & CASUALTY, INC POSITION: Assistant NATURE: I will be assisting an agent with the processing of documents of her current and prospective clients as well as customer service-related activities. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2022 ADDRESS: 9301 Corbin Ave, Ste 1000, Northridge CA 91324, 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. RENTAL PROPERTY POSITION: Owner NATURE: The business is renting out a property to tenants on a long-term basis. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2026 ADDRESS: 926 / 928 SW 39th Terrace, Cape Coral FL 33914, United States DESCRIPTION: I would own a rental property with my spouse that would be managed by a property management firm. My requirements would be ensure the property remains habitable for the occupants and the mortgage is paid.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-24 |
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