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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-09-15 |
Branch Locations
1150 1St Avenue Ste 1020 , Pa 19406, King Of Prussia, PA 19406 • 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 | King Of Prussia | PA | 06/2010 | Present |
| Bankers Life Securities, Inc | King Of Prussia | PA | 01/2016 | Present |
BANKERS LIFE POSITION: AGENT NATURE: INSURANCE AND ANNUITY SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 80 INVESTMENT RELATED HOURS: 80 START DATE: 06/01/2010 ADDRESS: 1150 1ST AVENUE, SUITE 1020, KING OF PRUSSIA PA 19406 DESCRIPTION: SALE AND SERVICE EQUITY INDEXED ANNUITIES BANKERS LIFE AND CASUALTY POSITION: AGENT NATURE: INSURANCE AND ANNUITY SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 80 INVESTMENT RELATED HOURS: 40 START DATE: 06/01/2010 ADDRESS: 1150 1ST AVENUE, SUITE 1020, KING OF PRUSSIA PA 19406 DESCRIPTION: SALE AND SERVICE OF INSURANCE PRODUCTS BANKERS LIFE POSITION: AGENT NATURE: INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 40 START DATE: 06/01/2010 ADDRESS: 1150 FIRST AVE, KING OF PRUSSIA PA 19046 DESCRIPTION: OUTSIDE AGENT SELLING MEDICARE SUPPLEMENTS, LIFE INSURANCE, AND FIXED ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-07 |
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