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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-10-06 |
| VA | RA | APPROVED | 2025-09-04 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
442 Civic Center Dr. Suite 450, Augusta, ME 04330 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Banker's Life & Casualty, Inc | Augusta | ME | 07/2024 | Present |
| One Eyed Jack's | New Orleans | LA | 07/2016 | 05/2022 |
| Margarita's | Augusta | ME | 09/2018 | 06/2019 |
| Cushnoc | Augusta | ME | 06/2019 | 07/2021 |
| The Quarry Tap Room | Hallowell | ME | 06/2019 | 07/2019 |
| 30/90 Frenchmen Street | New Orleans | LA | 09/2019 | 06/2024 |
| The Cascade Lounge | Asheville | NC | 07/2021 | 08/2021 |
| District 42 | Asheville | NC | 07/2021 | 08/2021 |
| Balcony Music Club | New Orleans | LA | 09/2021 | 01/2022 |
| Bud Rips | New Orleans | LA | 09/2021 | 03/2022 |
| Royal Street Inn & Bar | New Orleans | LA | 10/2021 | 03/2022 |
| Unemployed | N/A | XX | 04/2020 | 03/2021 |
| Bankers Life Securities, Inc | Augusta | ME | 04/2025 | Present |
| Bankers Life Advisory Services, Inc | Augusta | ME | 09/2025 | Present |
Bankers Life & Casualty, Inc POSITION: Insurance Agent NATURE: Life Insurance Short term/long term care Health Insurance Medicare Supplements Medicare Advantage INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 08/01/2024 ADDRESS: 10800 Midlothian Turnpike, Richmond VA 23235, 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. HALLOWELL HISTORIC ROOMING HOUSE LLC POSITION: Property Manager NATURE: Furnished vacation to medium-term rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2025 ADDRESS: 132 Second Street, Hallowell ME 04347, United States DESCRIPTION: Responding to guests' inquiries, managing income/expenses, cleaning rooms.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-26 |
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