Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-08-31 |
Branch Locations
6 Vista Dr, Old Lyme, CT 06371 • 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 |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Old Lyme | CT | 06/2018 | Present |
| Lebanon Kids Inc. | Lebanon | CT | 06/2010 | 05/2018 |
| Mohegan Sun | Uncasville | CT | 01/2016 | 05/2018 |
| Bankers Life Advisory Services, Inc | Old Lyme | CT | 02/2020 | Present |
| Bankers Life Securities, Inc | Old Lyme | CT | 07/2024 | Present |
Insurance Agent: I am a 1099 agent for Bankers Life and Casualty Company (BLC). 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. Unit Field Trainer: Recruit and train insurance 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-31 |
Reach out to this advisor