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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-28 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
11811 N. Tatum Blvd. Suite 1085, Phoenix, AZ 85028 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | Scottsdale | AZ | 03/2024 | 05/2024 |
| Unemployed | Scottsdale | AZ | 12/2023 | 03/2024 |
| Nations Lending | Scottsdale | AZ | 08/2022 | 11/2023 |
| Homeowners Financial Group | Scottdale | AZ | 06/2018 | 08/2022 |
| New American Funding | Tempe | AZ | 12/2017 | 06/2018 |
| Freedom Mortgage | Tempe | AZ | 07/2016 | 12/2017 |
| Bankers Life & Casualty, Inc | Phoenix | AZ | 07/2024 | Present |
| Unemployed | Scottsdale | AZ | 05/2024 | 07/2024 |
| Bankers Life Securities, Inc | Phoenix | AZ | 01/2026 | Present |
| Bankers Life Advisory Services, Inc | Phoenix | AZ | 01/2026 | Present |
Insurance Agent: 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 | 2026-04-01 |
| S66 | Uniform Combined State Law Examination | 2024-03-13 |
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