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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-08-10 |
Branch Locations
4501 Singer Court Suite 160 Suite 160, Chantilly, VA 20151 • 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 | Chantilly | VA | 11/2007 | Present |
| Proequities Inc | Chantilly | VA | 11/2014 | Present |
| Bankers Life Securities, Inc. | Chantilly | VA | 05/2016 | Present |
BANKERS LIFE POSITION: Unit Supervisor NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 11/05/2007 ADDRESS: 4501 Singer Ct, #160, Chantilly VA 20151, United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF 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. MLWS LLC POSITION: Owner NATURE: LLC Established for Tax purposes only INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/15/2021 ADDRESS: 1126 Huntmaster Ter NE, Unit 302, Leesburg VA 20176, United States DESCRIPTION: LLC established for tax purposes only
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-28 |
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