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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-03 |
Branch Locations
24624 I 45 Suite 100, Spring, TX 77386 • 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 |
|---|---|---|---|---|
| Reliance Diagnostic Systems, Llc | Spring | TX | 06/2007 | 11/2016 |
| Bankers Life Advisory Services, Inc | Houston | TX | 10/2019 | Present |
| Bankers Life & Casualty, Inc | Houston | TX | 11/2016 | Present |
| Bankers Life Securities, Inc | Houston | TX | 03/2023 | Present |
Emeritus Agent with Bankers Life & Casualty, Inc 24624 I 45, Ste 100, Spring, TX 77386 Licensed Insurance Agent Responsible for training and development of other agents.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-02 |
| S65 | Uniform Investment Adviser Law Examination | 2019-09-16 |
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