Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-11 |
| FL | RA | APPROVED | 2023-03-13 |
| MI | RA | APPROVED | 2021-07-27 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
17320 Sr 50 Ste 500, Clermont, FL 34711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life Securities, Inc | Clermont | FL | 04/2021 | Present |
| Bankers Life & Casualty, Inc | Clermont | FL | 03/2021 | Present |
| Bank Of America | Grand Rapids | MI | 09/2019 | 03/2021 |
| At&T | Grand Rapids | MI | 10/2017 | 08/2019 |
| Samaritas Senior Living | Grand Rapids | MI | 08/2015 | 10/2017 |
| Tropical Smoothie Cafe | Grand Rapids | MI | 12/2016 | 09/2017 |
| Kentwood Public Schools | Kentwood | MI | 09/2010 | 05/2017 |
| Bankers Life Advisory Services, Inc | Clermont | FL | 02/2023 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 03/02/2021 ADDRESS: 17320 SR 50 Suite 500, Clermont FL 34711, United States DESCRIPTION: Recruit and train insurance 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 | 2021-07-24 |
Reach out to this advisor