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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-07-03 |
Branch Locations
4800 Fashion Square Blvd Ste 410, Saginaw, MI 48604 • 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 | Bay City | MI | 01/1998 | Present |
| Bankers Life Securities, Inc | Saginaw | MI | 01/2016 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Insurance sales and investment planning/advice to clients. ? INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 01/14/1998 ADDRESS: 4800 Fashion Square Blvd. Suite 410, Saginaw MI 48604, 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-23 |
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