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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-23 |
Branch Locations
25101 Chagrin Boulevard Ste 170, Beachwood, OH 44122 • 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 |
|---|---|---|---|---|
| Burger King | Brunswick | OH | 12/2023 | 04/2024 |
| Adt Safe Haven | Independence | OH | 05/2024 | 10/2024 |
| Bankers Life & Casualty, Inc | Beachwood | OH | 01/2025 | Present |
| Highland Local School District | Granger | OH | 09/2015 | 11/2023 |
| Bankers Life Securities, Inc | Beachwood | OH | 09/2025 | Present |
| Bankers Life Advisory Services, Inc | Beachwood | OH | 02/2026 | Present |
Bankers Life & Casualty, Inc not investment related 25101 Chagrin Blvd Suite 170 Insurance insurance sales rep 01/06/2025 160 hours/mo 5 hours/day meet and present insurance solutions to senior citizens turning 65
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-23 |
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