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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-09-14 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1000 Atrium Way Suite 100, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life Securities, Inc. | Mount Laurel | NJ | 05/2016 | Present |
| Bankers Life And Casualty | Mount Laurel | NJ | 06/2016 | Present |
| Bankers Life Advisory Services | Mount Laurel | NJ | 08/2018 | Present |
BANKERS LIFE AND CASUALTY POSITION: Branch Sales Manager NATURE: INSURANCE INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 120 START DATE: 06/16/2016 ADDRESS: 100 Century parkway, suite 325, mount laurel NJ 08054 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. RIDER UNIVERSITY POSITION: Advisor NATURE: This is an private University in Lawrenceville, NJ INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/20/2014 ADDRESS: Rider University, 2083 lawrenceville Rd, lawrenceville NJ 08648, United States DESCRIPTION: I serve on the advisory board to the marketing department. We meet twice per year to give feedback on academic related issued, like courses, career planning for students, etc CHEROKEE HIGH SCHOOL LACROSSE BOOSTER CLUB POSITION: President NATURE: A volunteer organization set up for the benefit of the High School girls lacrosse team. We organize social events, conduct fund raising, and other activities to support the team. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/05/2023 ADDRESS: 30 Champlain Rd, Marlton NJ 08053, United States DESCRIPTION: A volunteer organization set up for the benefit of the High School girls lacrosse team. We organize social events, conduct fund raising, and other activities to support the team. The president oversees the above activities and holds membership meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-22 |
| S65 | Uniform Investment Adviser Law Examination | 1998-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-02 |
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