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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-08-19 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
400 Bellemeade Street Ste 501, Greensboro, NC 27401 • 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 | Cary | NC | 08/2020 | 03/2022 |
| Td Bank, N.A. | Peru | NY | 01/2019 | 08/2020 |
| Glens Falls National Bank | Plattsburgh | NY | 04/2018 | 01/2019 |
| A.J. Perri, Heating, Cooling And Plumbing | Tinton Falls | NJ | 05/2017 | 04/2018 |
| Stay At Home Mom | Long Branch | NJ | 07/2012 | 05/2017 |
| Bankers Life Securities, Inc | Cary | NC | 06/2021 | 03/2022 |
| Bankers Life & Casualty | Greensboro | NC | 03/2022 | Present |
| Bankers Life Securities | Greensboro | NC | 03/2022 | Present |
| Bankers Life Advisory Services | Greensboro | NC | 03/2022 | Present |
BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Selling insurance products: long term care, Medicare supplement and Medicare advantage plans, life insurance and fixed annuities INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 120 START DATE: 08/20/2020 ADDRESS: 400 Bellemeade Street Suite 501, Greensboro NC 27401, 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. NEW HANOVER COUNTY SCHOOLS POSITION: School Board Member NATURE: New Hanover County School Board members are responsible for setting policies and making decisions that govern the local public school system. They act as a link between the community and the school district, representing the interests of all students and families within the district. Their key duties include adopting a vision and goals for the district, developing and monitoring policies, ensuring progress and accountability, and advocating for students INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 6 START DATE: 11/01/2025 ADDRESS: 1805 S. 13th Street, Wilmington NC 28401, United States DESCRIPTION: This OBA is a request to run for School Board in 2026. To run for School Board, the following requirements must be met and to serve as an elected member of the board. Eligibility Requirements: Citizenship: Members must be citizens of the United States. Residency: They must reside within the boundaries of New Hanover County. Taxpayer Status: They must be resident taxpayers of the district. State Residency: They must have resided in North Carolina for at least one year preceding their election. Age: Members must be at least 24 years old. Voter Registration: Members must be registered voters in the district. Other Important Considerations: Term Length: Members serve a three-year term. Compensation: Board members serve without compensation. However board members do receive a stipend of about $962 per month and $291 for travel expenses once elected. No Contracts with the District: They cannot hold a contract with or claim against the school district. No Competing Political Party Affiliation: In partisan elections, candidates must be affiliated with the same political party for at least 90 days prior to filing their notice of candidacy, according to the New Hanover County Board of Elections. Filing for Office: Candidates must sign their Notice of Candidacy in the presence of the Chairman or Executive Director of the State or New Hanover County Board of Elections, or have their signature acknowledged and certified by an officer authorized to administer oaths (including a notary). Reading and Writing Proficiency: Candidates must be able to read and write. ROTARY CLUB OF WILMINGTON POSITION: Member NATURE: Nonprofit, philanthropic, service, social club INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 11/11/2025 ADDRESS: Wilmington Rotary, PO Box 1194 NC 28402, United States DESCRIPTION: Attend weekly meetings for lunch on Tuesdays as many as possible and participate in volunteer events and join at least one committee. $300 per quarter
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-16 |
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