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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-26 |
| FL | RA | APPROVED | 2020-06-01 |
Branch Locations
301 N. Cattlemen Rd, Sarasota, FL 34232 • 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 | Sarasota | FL | 01/2019 | Present |
| Rph Consulting | Hockessin | DE | 01/2015 | 12/2018 |
| Bankers Life Advisory Services, Inc | Sarasota | FL | 12/2019 | Present |
| Bankers Life Securities, Inc | Sarasota | FL | 06/2023 | Present |
BANKERS LIFE & CASUALTY POSITION: Agent NATURE: insurance agent INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/08/2019 ADDRESS: 301 N Cattlemen road suite 106, Sarasota FL 34232, United States DESCRIPTION: 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-21 |
| S65 | Uniform Investment Adviser Law Examination | 2020-05-21 |
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