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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-07-25 |
Branch Locations
4501 Singer Court Ste 160, Chantilly, VA 20151 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Gaithersburg | MD | 05/2021 | 07/2022 |
| World Financial Group, Inc. | Gaithersburg | MD | 06/2015 | 07/2022 |
| Hughes Network Systems | Germantown | MD | 08/2016 | 10/2018 |
| Cvent | Mclean | VA | 11/2018 | 07/2020 |
| Bankers Life | Chantilly | VA | 07/2022 | Present |
| Bankers Life Securities | Chantilly | VA | 07/2022 | Present |
| Bankers Life Advisory Services | Chantilly | VA | 07/2022 | Present |
BANKER'S LIFE POSITION: Field Manager NATURE: Insurance Agent; Field manager INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 06/17/2024 ADDRESS: 4501 Singer Ct Ste 160, Chantilly VA 20190, 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. GLORIA ZHANG IAFR POSITION: I'm the only owner and employee for this S-corp. NATURE: I am the only owner and employee of this S-corp. This S-corp is used to better-organize my business income, expenses and tax that come from my Bankers Life, Bankers Life Securities and Bankers Life Advisory Services. There will be no other business activities than Bankers Life, Bankers Life Securities and Bankers Life Advisory Services. At Bankers Life Securities and Bankers Life Advisory Services, I will conduct security related business activities. This S-Corp is set up so I can separate my business and personal bank account, credit card and tax filing. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 10/13/2023 ADDRESS: 9490 Virginia Center Blvd, Apt 124, Vienna VA 22181, United States DESCRIPTION: I am the only owner and employee of this S-corp. This S-corp is used to better-organize my business income, expenses and taxthat come from my Bankers Life, Bankers Life Securities and Bankers Life Advisory Services. There will be no other business activities than Bankers Life, Bankers Life Securities and Bankers Life Advisory Services. This S-Corp is set up so I can separate my business and personal bank account, credit card and tax filing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-09 |
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