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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2016-07-14 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
200 Star Ave Ste 211, Parkersburg, WV 26101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty Company | Hurricane | WV | 06/2015 | 03/2020 |
| Bankers Life Securities, Inc. | Hurricane | WV | 05/2016 | 03/2020 |
| Bankers Life And Casualty Company | Hurricane | WV | 06/2015 | 03/2020 |
| Advanced Healthcare Solutions Llc | Washington | WV | 01/2018 | 05/2023 |
| Bankers Life Securities | Parkersburg | WV | 03/2020 | Present |
| Bankers Life | Parkersburg | WV | 03/2020 | Present |
| Bankers Life Advisory Services | Parkersburg | WV | 03/2020 | Present |
BANKERS LIFE POSITION: Insurance Agent/UFT NATURE: Fixed insurance INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/15/2015 ADDRESS: 200 Star Avenue, Suite 211, Parkersburg WV 26101, United States DESCRIPTION: 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 | 2014-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-08 |
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