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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-10-04 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1001 Military Cutoff Rd Suite 202, Wilmington, NC 28405 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life Advisory Services | Chicago | IL | 10/2019 | Present |
| Bankers Life And Casualty | Wilmington | NC | 06/2009 | Present |
Bankers Life and Casualty Position: Unit Sales ManagerNature: Insurance Sales and Sales ManagementInvestment Related: NoHours: 200Securities Trading Hours: 200Start Date: 06/22/2009 Address: 1001 Military Cutoff Rd, Suite 202, Wilmington NC 28405, 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-30 |
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