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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-06-30 |
| CA | RA | APPROVED | 2019-10-04 |
Branch Locations
1410 Mccarthy Blvd, New Bern, NC 28562 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • 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 & Casualty | Corona | CA | 05/2018 | 06/2022 |
| Self Employed | Menifee | CA | 01/2005 | 05/2018 |
| Bankers Life Advisory Services | Corona | CA | 10/2019 | 06/2022 |
| Bankers Life | New Bern | NC | 06/2022 | 04/2023 |
| Bankers Life Advisory Services | New Bern | NC | 06/2022 | 04/2023 |
| Bankers Life & Casualty, Inc | New Bern | NC | 05/2023 | Present |
| Bankers Life Advisory Services, Inc | New Bern | NC | 05/2023 | Present |
| Bankers Life Securities, Inc | New Bern | NC | 11/2023 | Present |
BANKERS LIFE 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-27 |
| S65 | Uniform Investment Adviser Law Examination | 2019-09-30 |
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