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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-02-16 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
22 Buford Village Way Ste 200, Buford, GA 30518 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Atlanta | GA | 11/2009 | 11/2018 |
| Bankers Life Securities, Inc. | Atlanta | GA | 05/2016 | 11/2018 |
| Bankers Life & Casualty | Buford | GA | 11/2018 | Present |
| Bankers Life Securities | Buford | GA | 11/2018 | Present |
| Bankers Life Advisory Services | Duluth | GA | 07/2016 | 11/2018 |
| Bankers Life Advisory Services | Buford | GA | 11/2018 | Present |
BANKERS LIFE & CASUALTY POSITION: INSURANCE AGENT NATURE: INSURANCE INVESTMENT RELATED: NO HOURS: 160 INVESTMENT RELATED HOURS: 160 START DATE: 11/01/2009 ADDRESS: Buford, GA DESCRIPTION: WORKS WITH NEW AGENTS AND ADVISE CLIENTS ON FINANCIAL MATTERS. PROTECTIVE LIFE POSITION: INSURANCE REPRESENTATIVE NATURE: LIFE INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 160 START DATE: 06/01/2010 ADDRESS: 2801 HWY 280 SOUTH, BIRMINGHAM AL 35223 DESCRIPTION: UTILIZE THE SECOND TO DIE LIFE INSURANCE POLICIES AS A LEGACY PLANNING TOOL FOR HIGH NET WORTH CLIENTS. RENEWALS ON A PREVIOUS YEAR POLICY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-05 |
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