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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-06-28 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1200 Ridgefield Blvd. Ste 190, Asheville, NC 28806 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Boone | NC | 02/2006 | Present |
| Bankers Life Securities Inc | Boone | NC | 04/2017 | Present |
Insurance Agent with Bankers Life & Casualty
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-23 |
| S65 | Uniform Investment Adviser Law Examination | 1994-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-24 |
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