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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-08-06 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
25101 Chagrin Boulevard Suite 170, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life | Pepper Pike | OH | 05/2016 | Present |
Bankers Life Position: Unit sales manager Nature: Insurance Investment Related: No Hours: 40Securities Trading Hours: 40Start Date: 05/02/2016 Address: 25101 Chagrin Blvd suite 170, Beachwood OH 44122, 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 | 2020-08-05 |
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