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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-08-02 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
100 E Wayne Street Ste 150, South Bend, IN 46601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smith Walbridge Clinics | Charleston | IL | 07/2008 | 07/2018 |
| Applebees | Kalamazoo | MI | 03/2014 | 01/2017 |
| Planet Fitness | Kalamazoo | MI | 02/2015 | 10/2016 |
| Genesis Fitness | Kalamazoo | MI | 08/2016 | 01/2017 |
| Trifound | Kalamazoo | MI | 01/2017 | 08/2017 |
| Bankers Life & Casualty, Inc | South Bend | IN | 08/2017 | Present |
| Bankers Life Securities, Inc | South Bend | IN | 08/2021 | Present |
| Bankers Life Advisory Services, Inc | South Bend | IN | 08/2023 | Present |
BANKERS LIFE & CASUALTY POSITION: USV NATURE: Sell insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 08/31/2017 ADDRESS: 100 E Wayne St STE 150, South Bend IN 46601, 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-23 |
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