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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-08-25 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1150 1St Ave Ste 1020, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | King Of Prussia | PA | 10/2020 | Present |
| Valley Forge Casino Resort | King Of Prussia | PA | 04/2012 | 07/2020 |
| Bankers Life Advisory Services, Inc | King Of Prussia | PA | 04/2022 | Present |
| Bankers Life Securities, Inc | King Of Prussia | PA | 03/2023 | Present |
BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Assisting seniors with suitable insurance to satisfy their needs. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2020 ADDRESS: 1150 First Ave Suite 1020, King of Prussia PA 19406, 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-24 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-25 |
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