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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-05-10 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
100 Ne Tudor Rd, Ste 103, Lee's Summit, MO 64086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Overland Park | KS | 07/2010 | Present |
| Mutual Of Omaha Investor Services, Inc | Omaha | NE | 09/2010 | Present |
| Mutual Of Omaha Investment Services | Overland Park | KS | 11/2010 | Present |
| Bankers Life Advisory Services, Inc | Lee's Summit | MO | 05/2022 | Present |
| Bankers Life Securities, Inc | Lee's Summit | MO | 05/2022 | Present |
| Bankers Life & Casualty, Inc | Lee's Summit | MO | 03/2022 | Present |
BANKERS LIFE & CASUALTY POSITION: USV NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 55 SECURITIES TRADING HOURS: 50 START DATE: 03/02/2022 ADDRESS: 100 NE Tudor Rd #103, Lee's Summit MO 64086, United States 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. FRONT BURNER FINANCIAL POSITION: Only used as a marketing name NATURE: Agent with BLCDBA Name; Front Burner Financial; Start Date: 07/20/2021Insurance Agent; Start Date: 09/2007; Non-Investment Related; Insurance Lines of Business: Health, Life, and Annuity; Approximately3 hours per week. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 07/20/2021 ADDRESS: 113 N Park Dr, Raymore MO 64083, United States DESCRIPTION: Old DBA name
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-10 |
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