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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-30 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1150 1St Avenue Ste 1020, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glaxo Smith Kline | Collegeville | PA | 09/2005 | 03/2024 |
| Capone's | Norristown | PA | 11/2021 | Present |
| Borough Of Phoenixville | Phoenixville | PA | 09/2015 | Present |
| Bankers Life Securities | King Of Prussia | PA | 03/2026 | Present |
| Bankers Life & Casualty | King Of Prussia | PA | 08/2025 | Present |
| Bankers Life Advisory | King Of Prussia | PA | 04/2026 | Present |
Capone's (not investment related, is a restaurant) 224 W Germantown Pike, Norristown PA 19401 Restaurant, I handle take out orders and help with food running and wherever they need help start date 11/2021 until present work about 16 hours a month (evening job that won't interfere with securities trading hours) Borough of Phoenixville, in 501 Franklin Ave, Phoenixville 19460 not investment related Referee for women volleyball league (I am the referee for all the games and record the records and report the results) I have no involvement with the borough, they just pay contractors who work at the recreational center start date September 2015 3 to 6 hours a week, none during trading hours Amazon 440 Terry Ave N, Seattle, WA (online work) not investment related Online business I am a product reviewer for Amazon Vine, I receive products I request on an internal website, review them and can keep the items for my personal use start date: December 2024, also had this position (1099) a few years prior I work about 4 hours a week and none during securities trading hours 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 | 2026-04-29 |
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