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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2016-08-22 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
30 Kimball Ave Ste 250, South Burlington, VT 05403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life Securities, Inc. | Williston | VT | 05/2016 | Present |
| Bankers Life And Casualty | Williston | VT | 12/2001 | Present |
| Bankers Life Advisory Services | Williston | VT | 07/2016 | Present |
BANKERS LIFE AND CASUALTY POSITION: Unit Sales Manager and Insurance Agent NATURE: Insurance INVESTMENT RELATED: No; NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 12/27/2001 ADDRESS: 600 Blair Park Rd, Williston VT 05495 DESCRIPTION: Recruit and train insurance 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. CVSD POSITION: football coach/offensive coordinator NATURE: Offensive Coordinator/Football Coach INVESTMENT RELATED: No NUMBER OF HOURS: 44 SECURITIES TRADING HOURS: 6 START DATE: 08/15/2022 ADDRESS: 369 CVU Rd, Hinesburg VT 05461, United States DESCRIPTION: Be available for coaching from 8/15-11/5.Mon-Fri 3:45-5:30 pm Sat 11 am- 3 pm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-23 |
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