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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-10-02 |
| KS | RA | APPROVED | 2022-06-07 |
Branch Locations
8207 Melrose Dr. Ste 150, Lenexa, KS 66214 • 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 & Casualty, Inc | Lenexa | KS | 06/2018 | Present |
| Camdenton R3 Schools | Camdenton | MO | 08/2015 | 06/2018 |
| Bankers Life Advisory Services, Inc | Lenexa | KS | 01/2022 | Present |
| Bankers Life Securities, Inc | Lenexa | KS | 03/2025 | Present |
Bankers Life & Casualty, Inc Position: Unit Field Trainer Nature: Producing insurance and helping people nearing or in retirement. Helping with life insurance, long term care insurance, and health insurance. Investment Related: Yes Hours: 160Securities Trading Hours: 100Start Date: 06/11/2018 Address: 8207 Melrose Dr, STE 150, Lenexa KS 66214, 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. Family home rental property POSITION: Owner NATURE: Single Family home rental property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: 1307 Park Dr, Greenwood MO 64034, United States DESCRIPTION: Beginning 1/1/26 I will have a rental property. A single family home that will be used as an investment property to generate rental income.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-02 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-07 |
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