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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2022-12-13 |
| MO | RA | APPROVED | 2016-06-21 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
4175 S Riley St. Ste. 205, Las Vegas, NV 89147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Las Vegas | NV | 05/2010 | Present |
| Bankers Life Securities, Inc. | Las Vegas | NV | 05/2016 | Present |
| Bankers Life Advisory Services | Las Vegas | NV | 08/2019 | Present |
BANKERS LIFE & CASUALTY POSITION: Branch Sales Manager NATURE: Insurance Sales: Medicare, LTC, Life Insurance, Fixed and Indexed Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2022 ADDRESS: 5074 4175 S Riley St. STE 205, Las Vegas NV 89147, 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. C SQUARE ADVISORS, LLC POSITION: Owner NATURE: manage my 1099 income INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 570 Danmuir Drop Ct, Las Vegas NV 89148, United States DESCRIPTION: This is just an LLC that I put part of my 1099 income into so I can file as an S corp.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-08 |
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