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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-31 |
| MI | RA | APPROVED | 2020-06-17 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1700 Se17Th Street, Ste 300, Ocala, FL 34471 • 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 & Casualty, Inc | Ocala | FL | 05/2016 | Present |
| Bankers Life Securities, Inc | Ocala | FL | 12/2018 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Insurance and investments? INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 35 START DATE: 05/01/2016 ADDRESS: 1700 SE 17th St Ste 300, Ocala FL 34471, 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 | 2020-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-31 |
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