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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-10-12 |
| KY | RA | APPROVED | 2020-09-08 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1301 Riverfront Parkway Suite 100, Chattanooga, TN 37402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Chattanooga | TN | 01/2016 | Present |
| Bankers Life Securities, Inc | Chattanooga | TN | 01/2020 | Present |
BANKERS LIFE POSITION: Insurance Agent and Unit Sales Manager NATURE: Insurance agent Bankers LifeSales manager INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/29/2016 ADDRESS: 1301 Riverfront Parkway STE 100, Chattanooga TN 37402, 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. Real Estate Rental POSITION: Real Estate Rental Manager NATURE: Rental House INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/05/2025 ADDRESS: 6778 Dharma Loop, Chattanooga TN 37412, United States DESCRIPTION: Real Estate Rental Manager
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-28 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-29 |
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