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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-10-30 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
475 Kilvert Street Suite 300, Warwick, RI 02886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Warwick | RI | 02/2012 | Present |
| Bankers Life Securities, Inc. | Warwick | RI | 05/2016 | Present |
| Bankers Life Advisory Services, Inc | Warwick | RI | 10/2025 | Present |
BANKERS LIFE & CASUALTY, INC POSITION: Unit Field Trainer NATURE: Insurance Agent, meet people and families to help with Medicare, Life Insurance, Long Term care insurance and annuities. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 02/07/2012 ADDRESS: 475 Kilvert St Suite 300, Warwick RI 02886, United States DESCRIPTION: Recruit and train insurance 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. JSCB HOLDINGS POSITION: Owner NATURE: This is a S Corporation that is only used to file taxes and doesn't have any duties or nature of business outside of that. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: Tiverton RI 02878, United States DESCRIPTION: This is just an S Corp and the sole purpose of this is for tax filing purposes. I have no duties or demands to do with this corporation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-01 |
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