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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-24 |
Branch Locations
1111 League Line Rd Ste 162, Conroe, TX 77303-1496 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Chesapeake | VA | 03/2011 | 12/2019 |
| Bankers Life Securities, Inc. | Chasapeake | VA | 05/2016 | 12/2019 |
| Bankers Life Advisory Services | Chesapeake | VA | 07/2016 | 12/2019 |
| Bankers Life Advisory Services | Tyler | TX | 12/2019 | 01/2024 |
| Bankers Life & Casualty | Tyler | TX | 12/2019 | 01/2024 |
| Bankers Life Securities | Tyler | TX | 12/2019 | 01/2024 |
| Carpenter Financial Services | Plano | TX | 01/2017 | 02/2026 |
| Allstate Insurance Co | Northbrook | IL | 01/2024 | Present |
| Allstate Financial Advisors Llc | Lincoln | NE | 01/2024 | Present |
| Allstate Financial Services Llc | Lincoln | NE | 01/2024 | Present |
| Carpenter Wealth Management | Conroe | TX | 02/2026 | Present |
BANKERS LIFE SECURITIES POSITION: Financial Rep NATURE: Trails from Mutual Fund sales from 2014-2024 +-600.00 per month INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 303 E Wacker Dr, Chicago IL 60601, United States DESCRIPTION: None this is passive income from previous sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-16 |
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