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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-10-03 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
3030 Saturn St. Suite 206, Brea, CA 92821 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty Company | Brea | CA | 09/2014 | Present |
| Bankers Life Advisory Services | Brea | CA | 10/2019 | Present |
Bankers Life & Casualty Position: Branch Sales Manager Nature: Life and health Insurance sales and support .Investment Related: No Hours: 160 Securities Trading Hours: 160 Start Date: 09/29/2014 Address: 3030 Saturn St. Suite 206, Brea CA 92821, 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. MEV Enterprises Position: Principal Nature: Real Estate Investment Investment Related: Yes Hours: 5Securities Trading Hours: 0Start Date: 09/01/2023 Address: 2403 Woodfield Dr, Brea CA 92821, United States Description: Analysis and decision-making on Real Estate Investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-30 |
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