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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-10 |
Branch Locations
25101 Chagrin Boulevard Ste 170, Beachwood, OH 44122 • 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 |
|---|---|---|---|---|
| Cantella & Co., Inc. | Malden | MA | 11/2021 | 12/2022 |
| Chardon, Cardinal & Berkshire Local School Districts | Chardon | OH | 12/2021 | 06/2023 |
| Fairbanks Local School District | Fairbanks | AR | 09/2021 | 11/2021 |
| Swing Education: Legacy Charter Schools | Phoenix | AZ | 02/2021 | 05/2021 |
| Shina Training Center | Scottsdale | AZ | 09/2020 | 01/2021 |
| Zeppe's Tavern | Newbury | OH | 08/2019 | 08/2020 |
| Gap Outlet | Aurora | OH | 08/2018 | 08/2019 |
| Crestwood Local School District Middle School: Grade 6 | Mantua | OH | 01/2019 | 05/2019 |
| Unemployed | Fairbanks | AK | 05/2021 | 09/2021 |
| Kent State University | Burton | OH | 09/2015 | 05/2019 |
| Cambridge Investment Research, Inc. | Chagrin Falls | OH | 12/2022 | 03/2024 |
| Bankers Life & Casualty, Inc | Beachwood | OH | 05/2024 | Present |
| Bankers Life Securities, Inc | Beachwood | OH | 02/2025 | Present |
| Bankers Life Advisory Services, Inc | Beachwood | OH | 07/2025 | Present |
BANKERS LIFE & CASUALTY, INC POSITION: Insurance Agent NATURE: providing insurance products and services to fit clients needs in the northeast Ohio area. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 05/01/2024 ADDRESS: 25101 Chagrin Blvd. Suite 170, Beachwood OH 44122, 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. GARDEN GIRL FLOWER FARM LLC. POSITION: Owner NATURE: Cultivating cut flowers from seed and growing them for harvest on family farm. Cut and arranging flowers for farmers markets to be sold on the weekends in northeast Ohio. INVESTMENT RELATED: No NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 0 START DATE: 09/23/2023 ADDRESS: 13131 Princeton Rd, Huntsburg OH 44046, United States DESCRIPTION: Planting, cutting, arranging and selling cut flower bouquets on the weekend.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-08 |
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