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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-09-22 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
300 5Th Avenue Suite 6010, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Waltham | MA | 12/1995 | Present |
| Bankers Life Securities, Inc | Waltham | MA | 01/2016 | Present |
| Bankers Life And Casualty | Waltham | MA | 12/1995 | Present |
BANKERS LIFE AND CASUALTY POSITION: Unit Field Trainer/ Insurance Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/27/1995 ADDRESS: 300 5th Ave Ste 6010, Waltham MA 02451 DESCRIPTION: Non Variable Insurance Sales and Service. Train and Manage Insurance Agents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-01 |
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