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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-24 |
| NY | RA | APPROVED | 2025-04-09 |
| FL | RA | APPROVED | 2023-10-12 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
3555 Kraft Road Ste 220, Naples, FL 34105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Naples | FL | 10/2020 | Present |
| Marc Joseph New York | Brooklyn | NY | 09/2018 | 10/2020 |
| Pelicans Nest Golf Club | Bonita Springs | FL | 07/2017 | 09/2018 |
| Fiddlesticks Country Club | Fort Myers | FL | 06/2015 | 07/2017 |
| Bankers Life Securities, Inc | Naples | FL | 09/2022 | Present |
| Bankers Life Advisory Services, Inc | Naples | FL | 04/2023 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Retirement Planning INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/21/2020 ADDRESS: 301 N Cattleman Rd, Ste 106, Sarasota FL 34232, 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-01 |
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