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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-06-06 |
Branch Locations
2424 Rimrock Rd. Suite 220, Madison, WI 53713 • 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 |
|---|---|---|---|---|
| Dick's Sporting Goods | Madison | WI | 06/2019 | 08/2019 |
| Mcfarland School District | Mcfarland | WI | 01/2019 | 01/2021 |
| University Of Wisconsin Madison | Madison | WI | 08/2019 | 05/2022 |
| Aerie Preferred Financial | Madison | WI | 05/2021 | 08/2021 |
| Mcfarland High School | Mcfarland | WI | 09/2015 | 05/2019 |
| Unemployed | Madison | WI | 05/2022 | 07/2022 |
| Banker's Life & Casualty, Inc | Madison | WI | 07/2022 | Present |
| Independant Contractor | Madison | WI | 07/2017 | Present |
| Bankers Life Securities, Inc | Madison | WI | 04/2023 | Present |
| Bankers Life Advisory Services, Inc | Madison | WI | 06/2024 | Present |
BANKERS LIFE & CASUALTY, INC POSITION: Insurance Sales representative / Unit field trainer NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 07/11/2023 ADDRESS: 2424 Rimrock Rd, Madison WI 53713, 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. SOLE PROPRIOTOR- MYSELF POSITION: Youth Sports official NATURE: Officiating youth basketball and baseball games INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2017 ADDRESS: 1513 Adams St, Madison WI 53711, United States DESCRIPTION: Officiating High school/ middle school basketball and baseball games. I work with member schools/ organizations in Wisconsin as an independent contractor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-19 |
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