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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-10-23 |
Branch Locations
600 Marketplace Ave Ste 108, Bridgeport, WV 26330 • 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 | Bridgeport | WV | 04/2013 | Present |
| Bankers Life Securities | Bridgeport | WV | 05/2025 | Present |
| Bankers Life Advisory | Bridgeport | WV | 10/2025 | Present |
Snowshoe Mountain resort Business is not investement-related 84 Black Bear Circle, Unit 14, Snowshoe, WV 26209 Vacation Rental 1/3 owner of the rental unit 1/3 owner of the rental unit 12/1/2023 1 hour per month 0 hours durning trading hours I pay 1/3 of the expenses to operate the unit and receive 1/3 of the rental income 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 | 2025-10-20 |
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