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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-02-03 |
| GA | RA | APPROVED | 2021-09-07 |
| TN | RA | APPROVED | 2016-11-23 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
2849 Paces Ferry Rd Se., Suite 360, Atlanta, GA 30339 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty Co. | Atlanta | GA | 10/2005 | Present |
| Bankers Life Securities, Inc. | Atlanta | GA | 05/2016 | Present |
| Bankers Life | Cordova | TN | 08/2005 | 01/2018 |
| Bankers Life Advisory Services, Inc | Atlanta | GA | 11/2016 | Present |
BANKERS LIFE POSITION: UNIT SALES MANAGER NATURE: INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 80 INVESTMENT RELATED HOURS: 60 START DATE: 08/30/2005 ADDRESS: 2849 PACES FERRY RD, SUITE 360, ATLANTA GA 30339 DESCRIPTION: I SELL INSURANCE, TRAIN AND RECRUIT INSURANCE AGENTS BANKERS LIFE POSITION: INSURANCE AGENT NATURE: INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 15 START DATE: 08/30/2005 ADDRESS: 2849 PACES FERRY RD, SUITE 360, ATLANTA GA 30339 DESCRIPTION: SELL EQUITY INDEXED ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-31 |
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