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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-08-05 |
| IN | RA | APPROVED | 2025-09-09 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
3231 N Green River Rd 310, Evansville, IN 47715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Masterbrand Cabinets | Jasper | IN | 03/2016 | 06/2019 |
| Home Insurance Agency | Tell City | IN | 06/2019 | 08/2024 |
| Bankers Life & Casualty | Evansville | IN | 08/2024 | Present |
| Bankers Life Securities, Inc | Evansville | IN | 03/2025 | Present |
| Bankers Life Advisory | Evansville | IN | 09/2025 | Present |
BANKERS LIFE CASUALTY POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 08/16/2024 ADDRESS: 3231 N Green River Rd, Evansville IN 47715, United States DESCRIPTION: Insurance Agent Meet with various clients/customers who have inquired about insurance products such as Medicare, Long Term Care, and Life Insurance. BEECH GROVE PROPERTIES LLC POSITION: Owner/Officer NATURE: Residential Real Estate Company INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: 3000 Tell Street, Tell City IN 47586, United States DESCRIPTION: Owner/Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-08 |
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