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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-06-29 |
Branch Locations
1215 Manor Drive, Mechanicsburg, PA 17055 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • 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 & Casualty, Inc | Palmyra | PA | 07/2007 | Present |
| Bankers Life Securities, Inc. | Palmyra | PA | 05/2016 | Present |
| Bankers Life Advisory Services, Inc | Palmyra | PA | 06/2018 | Present |
BANKERS LIFE & CASUALTY POSITION: INSURANCE AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2017 ADDRESS: 1215 MANOR DRIVE, SUITE 300, MECHANICSBURG PA 17055, United States DESCRIPTION: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, 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 | 2018-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-23 |
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