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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-05-25 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
2480 Fortune Dr Suite 130, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First And Farmers National Bank | Columbia | KY | 05/2018 | 08/2018 |
| Lindsey Wilson College | Columbia | KY | 05/2018 | 08/2018 |
| First And Farmers National Bank | Somerset | KY | 05/2017 | 08/2018 |
| Bankers Life & Casualty, Inc | Lexington | KY | 07/2020 | Present |
| Lindsey Wilson College | Columbia | KY | 07/2014 | 12/2018 |
| University Of Kentucky | Lexington | KY | 08/2019 | 05/2020 |
| Homemaker | Lexington | KY | 08/2018 | 08/2019 |
| Bankers Life Securities, Inc | Lexington | KY | 10/2022 | Present |
| Bankers Life Advisory Services, Inc | Lexington | KY | 05/2023 | Present |
BANKERS LIFE CASUALTY POSITION: Insurance Sales Rep NATURE: Provide a variety insurance solutions to prospects. Including life insurance, long term care insurance, medicare supplements, medicare advantage, hospital indemnity plans, critical illness plans, annuity contracts, INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 07/06/2020 ADDRESS: 2480 Fortune Dr, Ste 130, Lexington KY 40509, 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-27 |
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