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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-10-15 |
| TX | RA | APPROVED_RES | 2025-09-10 |
| MI | RA | APPROVED | 2019-09-06 |
Branch Locations
3350 Eagle Park Drive Ste 104, Grand Rapids, MI 49525 • 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 | Grand Rapids | MI | 06/2009 | Present |
| Bankers Life Securities Inc | Grand Rapids | MI | 10/2016 | Present |
| Bankers Life Advisory Service, Inc | Grand Rapids | MI | 09/2019 | Present |
BANKERS LIFE POSITION: Insurance Producer NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 06/03/2009 ADDRESS: 3350 EAGLE PARK DRIVE NE, SUITE 104, Grand Rapids MI 49525, 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-04 |
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