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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
3806 Amelia Avenue Suite 3, Lafayette, IN 47905 • 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 |
|---|---|---|---|---|
| Bankers Life | Lafayette | IN | 08/2011 | Present |
| Bankers Life Securities, Inc | Lafayette | IN | 08/2021 | Present |
| Bankers Life Advisory Services, Inc | Lafayette | IN | 08/2023 | Present |
Agent with BLC BANKERS LIFE (BLC) POSITION: Insurance Agent NATURE: Selling life and health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 08/24/2011 ADDRESS: 3595 Sagamore Parkway N., Suite 3, Lafayette IN 47904, 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-10 |
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