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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-06-03 |
Branch Locations
22 Buford Village Way Ste 200, Buford, GA 30518 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • 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 | Buford | GA | 02/2023 | Present |
| Nfm Lending Dba Element Funding | Linthicum | MD | 12/2015 | 08/2022 |
| Unemployed | Missouri City | TX | 08/2022 | 02/2023 |
| Bankers Life Securities, Inc | Buford | GA | 12/2024 | Present |
| Bankers Life Advisory Services, Inc | Buford | GA | 06/2025 | Present |
Bankers Life & Casualty POSITION: Insurance Agent NATURE: educate prospective clients on the rights and options available for supplemental Medicare health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/23/2023 ADDRESS: 22 Buford Village Way Ste 200, Buford, GA 30518 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-02 |
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