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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-07 |
| CO | RA | APPROVED | 2025-07-03 |
| MD | RA | APPROVED | 2024-08-06 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
18310 Montgomery Village Ave, Suite 620, Gaithersburg, MD 20879 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bethesda | MD | 09/2005 | 09/2022 |
| Bankers Life & Casualty, Inc | Gaithersburg | MD | 03/2024 | Present |
| Unemployed | La Plata | MD | 09/2022 | 03/2024 |
| Bankers Life Securities, Inc | Gaithersburg | MD | 05/2024 | Present |
| Bankers Life Advisory Services, Inc | Gaithersburg | MD | 05/2024 | Present |
Insurance Agent: 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-21 |
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