Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-07-22 |
Branch Locations
1150 1St Avenue Ste 1020, King Of Prussia, PA 19406 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target | Langhorne | PA | 09/2016 | 03/2018 |
| Reith Communications | West Chester | PA | 11/2013 | 01/2017 |
| Bankers Life & Casualty, Inc | King Of Prussia | PA | 03/2018 | Present |
| Bankers Life Securities, Inc | King Of Prussia | PA | 08/2019 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2018 ADDRESS: 1150 First Ave Suite 1020, King of Prussia PA 19406, 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 | 2020-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-27 |
Reach out to this advisor