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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2016-07-27 |
Branch Locations
3231 N Green River Road Ste 310, Evansville, IN 47715 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Evansville | IN | 01/2012 | Present |
| Bankers Life Securities, Inc. | Evansville | IN | 05/2016 | Present |
| Synergy Real Estate Partners Llc | Huntingburg | IN | 07/2016 | Present |
| One Image Properties Llc | Owensboro | KY | 01/2018 | Present |
| Bankers Life Advisory Services, Inc | Evansville | IN | 07/2016 | Present |
BANKERS LIFE & CASUALTY, INC POSITION: Unit Sales Manager NATURE: Teaching and training the agents in the office. Working with my existing client as well as new clients. ? INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2012 ADDRESS: 3231 N. Green River Rd. #310, Evansville IN 47715, 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. SYNERGY REAL ESTATE PARTNERS LLC POSITION: Owner/ Member NATURE: We buy and sell various real estate. Currently hold commercial real estate (1 property under management.) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2016 ADDRESS: 214 Cedar Heights, Huntingburg IN 47542 DESCRIPTION: Buy and sell various real estate. No title held except for 1/3 owner. Currently own 1 commercial property. ONE VISION PROPERTIES LLC POSITION: Member/Owner NATURE: The purchase of residential real estate for rental purposes only. Properties will be managed by a independent property manager. No title held except for 34% owner Matthew Wedding, 33% Shane Powell (No relation/Business Partner), 33% Jeffrey White (No relation/Business Partner), Currently owns 1 residential property. Owner's only duties are to make spending decisions when needed and the purchase of additional future properties. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/18/2020 ADDRESS: 2045 Northwood Dr, Owensboro KY 42301, United States DESCRIPTION: The purchase of residential real estate for rental purposes only. Properties will be managed by an independent property manager. MNW FINANCIAL SERVICES LLC POSITION: Manager NATURE: Specifically set up for payroll purposes only. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/25/2025 ADDRESS: 2045 Northwood Dr, Owensboro KY 42301, United States DESCRIPTION: This LLC was opened specifically for tax purposes for payroll related to BLC/BLS/AS. There are no expectations or requirements for me.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-02 |
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