Best Investors
Account
Sign in
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-16 |
| NC | RA | APPROVED | 2016-11-21 |
Branch Locations
10706 Sikes Place Ste 300, Charlotte, NC 28277 • 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 | Charlotte | NC | 11/2009 | Present |
| Bankers Life Securities, Inc. | Charlotte | NC | 05/2016 | Present |
| Bankers Life Advisory Services | Charlotte | NC | 11/2016 | Present |
BANKERS LIFE & CASUALTY POSITION: USV NATURE: Medicare, life, annuities, and long term care insurance INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/02/2009 ADDRESS: 10706 Sikes Pl, Suite 300, Charlotte NC 28277, United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF 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 PAPA BUSINESS PROPERTIES; INVESTMENT RELATED; 1945 LELA AVENUE, CHARLOTTE, NC 28208; COMMERCIAL PROPERTY RENTAL; OWNER/MANAGER; START DATE 05/2013; FOUR HOURS PER MONTH WITH ONE HOUR PER MONTH BEING DURING TRADING HOURS; MAINTAIN PROPERTIES / TENANTS AND COLLECT RENT. DJH FITNESS ENTERPRISE POSITION: Partner NATURE: Operate a fitness franchise in Pittsburgh PA offering fitness classes, merchandise, and supplements. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: 2645 Railroad St, Pittsburgh PA 15222, United States DESCRIPTION: Assist with operations and business activity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-12 |
Reach out to this advisor