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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-07-15 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
440 Route 22 East Suite 160, Bridgewater, NJ 08807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Bridgewater | NJ | 11/2016 | Present |
| Future Payment Technologies | Dallas | TX | 01/2013 | 11/2016 |
Bankers Life & Casualty as an Insurance Agent. BANKERS LIFE AND CASUALTY POSITION: Insurance Agent NATURE: Selling life insurance, health insurance, fixed and indexed annuities. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 11/01/2016 ADDRESS: 440 Route 22 East, Suite 160, Bridgewater NJ 08807, 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 | 2020-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-07 |
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