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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-08-29 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
185 Plains Rd, Suite 205W, Milford, CT 06461 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life Securities, Inc. | Milford | CT | 09/2018 | Present |
| Bankers Life & Casualty, Inc | Milford | CT | 07/2008 | Present |
| Bankers Life Advisory Services, Inc | Milford | CT | 08/2023 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Sales Manager NATURE: Sell health insurance, life insurance and annuity products ? INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 07/25/2008 ADDRESS: 185 Plains Rd. Suite 205W, Milford CT 06461, 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. OWN RENTAL PROPERTY POSITION: Landlord NATURE: Rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/15/2021 ADDRESS: 19347 Elston Way, Estero FL 33928, United States DESCRIPTION: Me and my wife own an investment property in Florida. It is a single family home that we are the landlords of.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-17 |
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