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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-07 |
| FL | RA | APPROVED | 2016-08-16 |
Branch Locations
1601 Belvedere Road Ste 301 South, West Palm Beach, FL 33401 • 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 | West Palm Beach | FL | 04/2010 | Present |
| Sunshine Investment And Insurance Services, Llc | Jupiter | FL | 12/2010 | Present |
| Bankers Life Securities, Inc. | West Palm Beach | FL | 05/2016 | Present |
BANKERS LIFE AND CASUALTY COMPANY POSITION: Insurance Sales Agent NATURE: Personal Insurance (LIFE, HEALTH AND ANNUITY) INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2010 ADDRESS: 1601 Belvedere Rd, 301 South, W. Palm Beach FL 33406, United States DESCRIPTION: Solicit, fact find and sell insurance related products such as life, health and annuities. Medicare supplements are order through Colonial Penn Life Insurance Company. SUNSHINE INVESTMENT AND INSURANCE SERVICES, LLC POSITION: Owner NATURE: Insurance/Financial Services as an independent contractor for BLC/CPL and BLS/BLAS. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 131 Rudder Cay Way, Jupiter FL 33458, United States DESCRIPTION: Created this S-Corporation in 1-1-14 as a pass through entity for tax liability purposes as an independent contractor with Bankers Life and Casualty Company. The core purpose of the entity is to manage the income and expenses as an insurance agent with BLC and a FA/IAR with Bankers Life Securities Inc. and Bankers Life Advisory Services Inc. PHILIP HOLDINGS, LLC POSITION: Managing Partner/Owner NATURE: Philip Holdings, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/12/2021 ADDRESS: 131 RUDDER CAY WAY, Jupiter FL 33458, United States DESCRIPTION: Created an LLC o hold title to one of my rental real estate property located at 6190 Lauderdale St, Jupiter FL 33458 FARMING POSITION: Owner NATURE: Agricultural and farming related enterprise. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: Au Tabor, Anse La Raye, Castries UM 00000, United States DESCRIPTION: Grow and cultivate fruits and vegetables on a 5 acre farm in St Lucia. Property is joint owned with my wife. Fruits, vegetables and cattle are harvested nd sold locally primarily for domestic consumption. AIR B&B POSITION: Owner NATURE: Touristic accommodation including taxi/tour/shuttle services in Caribbean Island of St Lucia at my vacation residence, INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: Au Tabor, Anse La Raye UM 00000, United States DESCRIPTION: Offer accommodation and taxi/tour/shuttle services to guests at private vacation residence in Caribbean island of St Lucia.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-19 |
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