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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-11-05 |
| FL | RA | APPROVED | 2024-04-18 |
Branch Locations
1500 Mahan Dr Ste 150, Tallahassee, FL 32308 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Tallahassee | FL | 10/2019 | Present |
| Resolvley Llc | Boca Roton | FL | 10/2018 | 10/2019 |
| Lwb Realty Llc/D.B.A. Next Generation Real Estate | Tallahassee | FL | 02/2008 | 10/2018 |
| Bankers Life Securities, Inc | Tallahassee | FL | 06/2022 | Present |
| Bankers Life Advisory Services, Inc | Tallahassee | FL | 01/2024 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Help clients with their insurance and retirement needs by providing educational services and then solving any problems they may identify with appropriate products to eliminate their concerns and meet their needs. INVESTMENT RELATED: No NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 140 START DATE: 10/19/2019 ADDRESS: 1500 Mahan Dr. Ste 150, Tallahassee FL 32308, 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-18 |
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