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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-03-10 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
9520 Ormsby Station Rd Ste 100, Louisville, KY 40223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Louisville | KY | 05/2016 | Present |
| Bankers Life Securities, Inc | Louisville | KY | 02/2020 | Present |
| Bankers Life Advisory | Louisville | KY | 03/2026 | Present |
BANKERS LIFE & CASUALTY, INC POSITION: Unit Field Trainer NATURE: Sell life, health, and investment policies to clients? INVESTMENT RELATED: No NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 200 START DATE: 05/19/2016 ADDRESS: 101 Bullitt Lane Suite 207, Louisville KY 40222, 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 | 2026-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-30 |
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