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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-11-22 |
Branch Locations
25101 Chagrin Boulevard Ste 170, Beachwood, OH 44122 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Bankers Life & Casualty | Mt Pleasant | MI | 09/2011 | 09/2016 |
| Bankers Life Securities, Inc. | Beachwood | OH | 05/2016 | Present |
| Bankers Life And Casualty | Beachwood | OH | 09/2016 | Present |
| Bankers Life Advisory Services | Beachwood | OH | 11/2016 | Present |
BANKERS LIFE POSITION: Branch Sales Manager NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2016 ADDRESS: 25101 Chagrin Blvd., #170, Beachwood OH 44122, United States DESCRIPTION: Manage all aspects of operations for Bankers Life in the Cleveland North and Akron Ohio offices. ETS CONSULTING POSITION: President/CEO NATURE: This is my personal corporation to handle my 1099 activities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2019 ADDRESS: 34565 Seminole Way, Solon OH 44139, United States DESCRIPTION: This is the company that I incorporated my 1099 business activities through BLC/BLS/BLAS into. Additionally ETS consulting is renting an RV through RV share. HERITAGE ESTATES HOA POSITION: Board Member NATURE: Home Owners Association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/06/2023 ADDRESS: Heritage Estates, Seminole Way, Solon OH 44139, United States DESCRIPTION: As described. I am to help with activities of managing the HOA including selecting a landscaper and ensuring our signage is accurate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-06 |
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