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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-03-27 |
Branch Locations
6 Loudon Road Suite 302, Concord, NH 03301 • 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 And Casualty | Concord | NH | 11/2004 | Present |
| Bankers Life Securities, Inc. | Concord | NH | 05/2016 | Present |
| Bankers Life Advisory | Concord | NH | 03/2026 | Present |
BANKER'S LIFE POSITION: Insurance agent NATURE: Contacting potential prospects, booking appointments with potential prospects, needs based presentation of insurance products, selling insurance products, delivering policies and servicing clients. Products being sold are Medicare supplements, Medicare advantage plans, long term care plans, whole life, term life, universal life and fixed annuities INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 11/02/2004 ADDRESS: 6 Loudon Road, Ste 302, Concord NH 03301, 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-01 |
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