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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-06-11 |
| VA | RA | APPROVED | 2025-04-22 |
| FL | RA | APPROVED | 2020-09-11 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1601 Forum Placeste 300 301, West Palm Beach, FL 33401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life | West Palm Beach | FL | 05/2005 | Present |
| Bankers Life Securities, Inc. | West Palm Beach | FL | 05/2016 | Present |
| Bankers Life Advisory Services | West Palm Beach | FL | 08/2020 | Present |
BANKERS LIFE POSITION: Unit Sales Manager NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/06/2005 ADDRESS: 1601 Belvedere Road, Suite 301 South, West Palm Beach FL 33406, 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 | 2020-08-25 |
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