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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-12-20 |
Branch Locations
3350 Eagle Park Drive Ste 104, Grand Rapids, MI 49525 • 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 |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Grand Rapids | MI | 08/2021 | Present |
| Aby Groups | Grand Rapids | MI | 01/2021 | 07/2021 |
| Crown Ventures | Wayland | MI | 02/2016 | 01/2021 |
| Bankers Life Securities, Inc | Grand Rapids | MI | 07/2022 | Present |
| Bankers Life Advisory Services, Inc | Grand Rapids | MI | 12/2022 | Present |
BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Insurance Agent - Health & Life INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 08/01/2021 ADDRESS: 3350 Eagle Park Dr. Ste 104, Grand Rapids MI 49525, 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 | 2022-12-16 |
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