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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-19 |
| ME | RA | APPROVED | 2024-06-26 |
| VT | RA | APPROVED | 2024-05-08 |
| NH | RA | APPROVED | 2024-02-08 |
Branch Locations
6 Loudon Road, Suite 302, Concord, NH 03301 • 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 And Casualty, Inc | Concord | NH | 09/1997 | Present |
| Bankers Life Securities, Inc. | Concord | NH | 05/2016 | Present |
| Bankers Life Advisory Services, Inc | Concord | NH | 02/2024 | Present |
BKA PROPERTIES, LLC. POSITION: MEMBER NATURE: RENTAL PROPERTIES INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 06/01/2005 ADDRESS: 60 GREEN ACRES ROAD, KEENE NH 03431 DESCRIPTION: MY WIFE AND I OWN RENTAL PROPERTIES THAT SHE MANAGES AND ON OCCASION I HAVE TO HELP OUT WITH CALLING THE ELECTRITIAN, PLUMBER, CONTRACTOR, ETC. BANKERS LIFE AND CASUALTY COMPANY POSITION: Insurance Agent NATURE: Insurance Company INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 09/09/1997 ADDRESS: 6 Loudon Road, Suite 302, Concord NH 03301, United States DESCRIPTION: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-09 |
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