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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-07-26 |
| VA | RA | APPROVED | 2022-07-26 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
5115 Bernard Drive Ste 305, Roanoke, VA 24018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Greensboro | NC | 04/2020 | 12/2023 |
| Sci, Inc. | Falls Church | VA | 10/2015 | 04/2020 |
| Bankers Life Securities, Inc | Greensboro | NC | 04/2022 | 12/2023 |
| Bankers Life Advisory Services, Inc | Greensboro | NC | 07/2022 | 12/2023 |
| Bankers Life & Causality | Roanoke | VA | 12/2023 | Present |
| Bankers Life Advisory Services, Inc | Roanoke | VA | 12/2023 | Present |
| Bankers Life Securities | Roanoke | VA | 12/2023 | Present |
BLC POSITION: Insurance Agent/Financial Advisor NATURE: Provide retirement solutions centered around health coverage, final expense planning, retirement income, and retirement care solutions. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 04/15/2020 ADDRESS: 400 Bellemeade Street, Ste 501, Greensboro NC 27401, 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 | 2022-07-25 |
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