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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-04-09 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
2295 Coburg Rd Ste 100, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life | Salem | OR | 05/2017 | 10/2023 |
| Assurant | Albany | OR | 06/2016 | 04/2017 |
| Bankers Life Securities | Salem | OR | 04/2021 | 10/2023 |
| Bankers Life & Casualty | Eugene | OR | 10/2023 | Present |
| Bankers Life Securities | Eugene | OR | 10/2023 | Present |
| Bankers Life Advisory | Eugene | OR | 03/2026 | Present |
BANKERS LIFE AND CASUALTY POSITION: Field Director NATURE: Insurance and Financial advising INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2017 ADDRESS: 2295 Coburg Rd Ste 100, Eugene OR 97401, 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 | 2026-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-02 |
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