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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-18 |
Branch Locations
1601 Forum Place Suites 300 & 301, West Palm Beach, FL 33401 • 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 & Casualty, Inc | West Palm Beach | FL | 09/2017 | Present |
| Mercedes Benz Of South Charlotte | Pineville | NC | 06/2016 | 06/2017 |
| Bankers Life Securities, Inc | West Palm Beach | FL | 07/2018 | Present |
| Unemployed | Boca Raton | FL | 07/2017 | 08/2017 |
| Bankers Life Advisory Services, Inc | West Palm Beach | FL | 09/2025 | Present |
BANKERS LIFE & CASUALTY, INC POSITION: Unit Field Trainer NATURE: Train new agents INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/16/2023 ADDRESS: 1601 Belvedere Rd. Suite 301S, West Palm Beach FL 33406, 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 | 2025-09-02 |
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