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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-30 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
500 Penn Center Blvd Ste 300, Pittsburgh, PA 15235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Pittsburgh | PA | 01/2019 | Present |
| Express Employment Professional | Pittsburgh | PA | 05/2018 | 01/2019 |
| Value Capture Llc | Pittsburgh | PA | 02/2015 | 05/2018 |
| Bankers Life Securities | Pittsburgh | PA | 07/2022 | Present |
| Bankers Life Advisory | Pittsburgh | PA | 03/2026 | Present |
BANKERS LIFE POSITION: Unit Field Trainer NATURE: Life insurance, Medicare programs, Extended care programs and financial planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 200 START DATE: 10/01/2020 ADDRESS: 500 Penn Center Boulevard Suite 300, Pittsburgh PA 15235, 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 | 2026-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-03 |
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