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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-05-24 |
Branch Locations
3350 Eagle Park Drive Ste 104, Grand Rapids, MI 49525 • 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 And Casualty | Grand Rapids | MI | 03/2002 | Present |
| Bankers Life Securities | Grand Rapids | MI | 01/2018 | Present |
BANKERS LIFE & CASUALTY POSITION: Branch Sales Manager NATURE: Insurance products devoted to the needs of senior middle America INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/01/2004 ADDRESS: 3350 Eagle Park Drive NE, Grand Rapids MI 49525, United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF AGENTS, 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. PROPER EU POSITION: Lender NATURE: Proper Eu is a medical and aesthetics practice who focuses on aesthetics medicine including neuromodulators, dermal fillers, youth and adult acne, collagen stimulation therapies, microneedling and Platelet Rich Plasma (PRP), hormone replacement, hair loss and rejuvenation and PDO thread lifts. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/13/2023 ADDRESS: 9809 cherry valley ave se, suite c, Caledonia MI 49316, United States DESCRIPTION: My Brother and sister-in-law owns a medical and Aesthetics center. I loaned her some money to purchase some equipment for her business. Wesigned a promissory note related to how repayment of principal will work along with paying me some royalties from the revenue generated from the equipment use for the 48 month period following repayment of principal sum.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-19 |
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