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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-15 |
| WV | RA | APPROVED | 2022-05-27 |
Branch Locations
1215 Manor Drive, Ste 300, Mechanicsburg, PA 17055 • 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 | Hurricane | WV | 12/2004 | 09/2022 |
| Bankers Life Securities, Inc | Hurricane | WV | 12/2021 | 09/2022 |
| Bankers Life Advisory Services | Hurricane | WV | 05/2022 | 09/2022 |
| Bankers Life Securities | Mechanicsburg | PA | 09/2022 | Present |
| Bankers Life Advisory Services | Mechaicsburg | PA | 09/2022 | Present |
| Bankers Life & Casualty | Mechanicsburg | PA | 09/2022 | Present |
BLC POSITION: USM NATURE: Insurance sales specifically regarding retirement planning. Medicare supplement's, LTC, Life insurance and annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/02/2004 ADDRESS: 132 Brent Way, Hurricane WV 25526, United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF 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. AIRBNB POSITION: Home Owner NATURE: My wife and I are the owners of the home that partnered with Airbnb to rent out mother in law apartment. We provided the apartment and they provided guests to stay. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 07/03/2022 ADDRESS: 5211 Alpine Drive, Charleston WV 25313, United States DESCRIPTION: Airbnb required that we provide a clean and furnished apartment for their clients that were seeking a place to stay ILSE BADER POA POSITION: Durable POA/Executor NATURE: Executor/Durable POA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/18/2016 ADDRESS: 27 Cantalope Lane, Cross lanes WV 25313, United States DESCRIPTION: I am the durable POA and executor for Ilse Bader FORPROPHETPROPERTIES POSITION: Owner NATURE: Real Estate Investing - Rehabs, Wholesaling, possibly commercial rental property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 28 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 618 Aspen Lane, Lebanon PA 17042, United States DESCRIPTION: I would be creating a business to invest into real estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-07 |
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