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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-03-24 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
255 Park Ave, Ste 1100, Worcester, MA 01609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Worcester | MA | 04/2019 | Present |
| Goddard Consulting Llc | Northborough | MA | 12/2011 | 04/2019 |
| Friske's Farm Market | Charlevoix | MI | 04/2018 | 10/2018 |
| Bankers Life Securities, Inc | Worcester | MA | 12/2021 | Present |
| Bankers Life Advisory Services, Inc | Worcester | MA | 02/2022 | Present |
BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Selling insurance ? INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 130 START DATE: 04/16/2019 ADDRESS: 255 Park Ave Ste 1100, Worcester MA 01609, 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. 9NA LLC POSITION: Property Management NATURE: 9NA LLC owns the property located at 9 N Ashland St, Worcester, MA 01609 and collects monthly rent from two tenants of the property. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2018 ADDRESS: 9 N Ashland St, Unit 2, Worcester MA 01609, United States DESCRIPTION: 9NA LLC is an LLC which owns and manages rental property. My responsibility is to oversee such operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-16 |
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