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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-10-04 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
2001 Crocker Rd. Ste. 520, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Westlake | OH | 07/2016 | Present |
| Bankers Life Securities | Westlake | OH | 01/2020 | Present |
| Bankers Life Advisory Services | Westlake | OH | 10/2019 | Present |
Bankers Life & Casualty non-investment related 2001 Crocker Rd. Westlake, OH 44145 Insurance Agent 07/05/2016 start 160 hours/month 7 hours/day during securities trading hours Provides life and health insurance products to individuals
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-02-26 |
| S65 | Uniform Investment Adviser Law Examination | 2019-09-30 |
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