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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-07 |
| MI | RA | APPROVED | 2022-07-15 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
17320 Sr 50 Ste 500, Clermont, FL 34711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Grand Rapids | MI | 06/2016 | 03/2023 |
| Bankers Life Securities | Grand Rapids | MI | 01/2019 | 03/2023 |
| Bankers Life Advisory Services | Grand Rapids | MI | 07/2022 | 03/2023 |
| Bankers Life & Casualty | Clermont | FL | 03/2023 | Present |
| Bankers Life Securities | Clermont | FL | 03/2023 | Present |
| Bankers Life Advisory Services | Clermont | FL | 03/2023 | Present |
BANKERS LIFE & CASUALTY POSITION: insurance agent NATURE: insurance INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 06/14/2016 ADDRESS: 17320 SR-50, Suite 500, Clermont FL 34711, 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 | 2022-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-28 |
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