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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-07-23 |
| MI | RA | APPROVED | 2023-02-17 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1760 Forest Ridge Drive, Ste B, Traverse City, MI 49686 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Traverse City | MI | 12/2020 | Present |
| Rory Baker | Interlochen | MI | 12/2019 | 12/2020 |
| Interlochen Center For The Arts | Interlochen | MI | 08/2005 | 12/2019 |
| Bankers Life Securities, Inc | Traverse City | MI | 05/2022 | Present |
| Bankers Life Advisory Services, Inc | Traverse City | MI | 02/2023 | Present |
BANKERS LIFE & CASUALTY POSITION: Field Manager NATURE: Insurance Producer for life, health, and annuities.? INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 12/03/2021 ADDRESS: 1760 Forest Ridge Dr. STE B, Traverse City MI 49686, 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. INTERLOCHEN PUBLIC LIBRARY POSITION: Board Member NATURE: Library and library services for the Green Lake area. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 9411 10th St, Interlochen MI 49643, United States DESCRIPTION: Provide strategic goal setting and oversee the business of the Interlochen Public Library. INTERLOCHEN AREA CHAMBER OF COMMERCE POSITION: Production Consultant NATURE: The Interlochen Area Chamber of Commerce is tasked with providing business growth opportunities, networking opportunities, and guidance on policy issues that affect local businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: PO Box 13, Interlochen MI 49643, United States DESCRIPTION: Consultation for event design and management. Oversee production operations to include scheduling of labor, production calendar, coordinating internal and external stakeholders, maintain budget, and oversee all operational details.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-13 |
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