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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-25 |
Branch Locations
1760 Forest Ridge Dr Ste B, Traverse City, MI 49686 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Traverse City | MI | 02/2024 | Present |
| Grand Traverse Pathology, Llc | Traverse City | MI | 06/2016 | 12/2024 |
| Bankers Life Securities | Transverse City | MI | 04/2025 | Present |
| Bankers Life Advisory | Transverse City | MI | 09/2025 | Present |
BLC POSITION: Agent NATURE: Health and life insurance, along with non-qualified annuity sales INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 160 START DATE: 02/13/2024 ADDRESS: 1760 Forest Ridge Dr., Suite B, Traverse City MI 49686, 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. EMPIRE MASONIC LODGE NO. 597 F. & A. M. POSITION: Junior Deacon NATURE: Voluntary non profit Fraternal Organization that participates in many local community activities, of a non-business nature. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: Empire Masonic Lodge No. 597 F. & A. M., 10069 W. Front Street, Empire MI 49630, United States DESCRIPTION: Volunteer junior officer of a fraternal organization; masonic lodge. No activities involving finances, investing, handling of money. I am a junior officer that assists in the initiation of new members, and volunteer at local community assistance/volunteers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
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