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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-12 |
Branch Locations
3939 W Ridge Rd Ste B8 # B7, Erie, PA 16506 • 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 & Casualty | Erie | PA | 04/2025 | Present |
| Erie Downtown Development Corporation | Erie | PA | 10/2021 | 03/2025 |
| Lake View Country Club | North East | PA | 07/2021 | 10/2021 |
| Erie Club | Erie | PA | 07/2009 | 07/2021 |
| Bankers Life Securities | Erie | PA | 09/2025 | Present |
| Bankers Life Advisory | Erie | PA | 11/2025 | Present |
BANKERS LIFE AND CASUALTY POSITION: Insurance Agent NATURE: Administering assessments of insurance needs, providing recommendations, and effecting transactions in insurance products mainly focused on the senior market. INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2025 ADDRESS: 3939 W Ridge Rd, Erie PA 16506, 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-11 |
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