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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-04-28 |
Branch Locations
6 Vista Drive, Suite 101, 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 | 06/2023 | Present |
| S&S Worldwide | Colchester | CT | 01/2023 | 06/2023 |
| Tractor Supply | Colchester | CT | 10/2021 | 03/2022 |
| Kj Landscaping & Power Washing Llc | Colchester | CT | 04/2022 | 01/2023 |
| Baldi Landscaping | Lebanon | CT | 03/2020 | 07/2020 |
| Student | Colchester | CT | 01/2013 | 06/2021 |
| Three Rivers Community College | Norwich | CT | 07/2021 | 12/2022 |
| Bankers Life Securities, Inc | Old Lyme | CT | 02/2025 | Present |
| Bankers Life Advisory Services, Inc | Old Lyme | CT | 04/2025 | Present |
BANKERS LIFE SECURITIES POSITION: Financial Professional NATURE: Helping clients with their health insurance, life insurance, and financial planning needs through various different types of insurances and companies. INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 60 START DATE: 06/09/2023 ADDRESS: 6 Vista Dr, Suite 101, Old Lyme CT 06371, 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. AGAN FINANCIALS LLC POSITION: Owner NATURE: This business will be used to buy and hold investment properties to generate income through rentals. Also, the business has a General Contractors license open which enables myself or others hired to renovate a home and charge for it within the state of CT. I opened this business to separate myself from the business and have limited liability if something were to go wrong. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 24 Edgewood Dr, Colchester CT 06415, United States DESCRIPTION: I am the owner of Agan Financials LLC, and the purpose of this business was to acquire and hold investment properties for investment income through rental income. I also have a general contractors license under the business to fix and renovate homes, and subcontract out most of the work.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-28 |
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