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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-05-08 |
| GA | RA | APPROVED | 2025-04-11 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
4210 Columbia Road, Suite 14A, Martinez, GA 30907 • 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, Inc | Martinez | GA | 04/2023 | Present |
| Independent Contractor/Medom | Harlem | GA | 11/2021 | 04/2023 |
| Champion Orthopedics | Augusta | GA | 10/2018 | 11/2021 |
| Waffle House | Augusta | GA | 03/2003 | 10/2018 |
| Bankers Life Securities, Inc | Martinez | GA | 09/2024 | Present |
| Bankers Life Advisory Services, Inc | Martinez | GA | 04/2025 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-15 |
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